Deedy一张图讲清了7家AI芯片新秀怎么从不同方向围攻Nvidia，思路清晰，适合快速了解竞争格局。
Deedy总结了2026年AI芯片初创公司挑战Nvidia主导地位的六种策略。Groq通过消除DRAM减少数据移动，Cerebras消除片间互连，d-Matrix消除计算与内存的物理分离，Majestic消除服务器计算中心主义，Etched、Taalas、MatX放弃通用性追求专用化，Substrate则消除昂贵的EUV光刻机（价值4亿美元）。这些方案均针对Nvidia体系的数据移动瓶颈，试图从不同角度打破垄断。
源：https://t.co/woa1vPdCa0
源： x.com/deedydas/statu… Deedy @deedydas Every single startup working on next-gen AI chips (July 2026) Every approach attacks data movement differently to break Nvidia’s dominance: – eliminate DRAM (Groq) – eliminate the interconnect (Cerebras) – eliminate the compute/memory split (d-Matrix) – eliminate the server’s compute-centrism (Majestic) – eliminate generality (Etched, Taalas, MatX) – or eliminate the $400M litho machine (Substrate) 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 297 ⚡