Concrete Facts Podcast

Microsoft’s introduction of the Maia 200 adds to a growing list of hyperscaler-developed processors, alongside offerings from AWS and Google. These custom AI chips are largely designed to improve inference efficiency and optimize internal cost structures, though some platforms also support large-scale training. Google’s offering is currently the most mature, with a longer production…

OpenAI’s partnership with Cerebras has raised questions about the future of GPUs in inference workloads. Cerebras uses a wafer-scale architecture that places an entire cluster onto a single silicon chip. This design reduces communication overhead and is built to improve latency and throughput for large-scale inference. Mark Jackson, Senior Product Manager at QumulusAI, says…

NVIDIA’s Rubin GPUs are expected to deliver a substantial increase in inference performance in 2026. The company claims up to 5 times the performance of B200s and B300s systems. These gains signal a major step forward in raw inference capability. Mark Jackson, Senior Product Manager at QumulusAI, explains that this level of performance is…

The idea of a self-driving 80,000-pound truck barreling down the interstate once felt like science fiction. Now, it’s operating on real freight lanes in Texas. After years of hype and recalibration, autonomous trucking is entering its proving ground. Persistent driver shortages and rising freight demand have forced the industry to look beyond incremental improvements. The…