Stories about building the worldwide compute grid

Spotlight

Community Program

Compute Is Already an Asset Class. Tokenization Decides Who Gets to Own It.

Compute Is Already an Asset Class. Tokenization Decides Who Gets to Own It.

Wall Street spent three years quietly rebuilding GPUs into investment-grade collateral. Tokenization is the layer that decides whether you're on the cap table or watching from outside and GPUnet's RWA Pool puts real GPU hardware within reach.

GPUNET

AI Inference

Tenstorrent in the Real World: Benchmarks, Customers, and the Inference Bet That's Starting to Pay Off

Tenstorrent in the Real World: Benchmarks, Customers, and the Inference Bet That's Starting to Pay Off

Across five pieces, we have built up a picture: an inference market growing from USD 106 billion in 2025 to a projected USD 255 billion by 2030; a NVIDIA-dominated landscape with CUDA lock-in and pricing pressure; an AMD that has caught up on silicon but still trails on software; and a Tenstorrent that is betting on architectural divergence to break the GPU paradigm for inference. The question for this final piece is the only one buyers actually care about: is it working? What do the published benchmarks say, who is buying or licensing, and what is the real-world impact on user-facing inference workloads? This is the closing Part 6 of the AI Inference Hardware series.

Yashwanth

AI Inference

NVIDIA vs AMD vs Tenstorrent: An Architectural Deep Dive on Inference

NVIDIA vs AMD vs Tenstorrent: An Architectural Deep Dive on Inference

This piece tries to do the most: line up NVIDIA, AMD, and Tenstorrent side by side at the architectural level - execution model, memory hierarchy, interconnect, software stack, and the strategic shape of each company's bet - and explain why Tenstorrent's choices, while less proven, are particularly well-fitted to the direction inference workloads are heading. The question is not 'which is best today' but 'which architectural lineage is best matched to where inference is going, and why does that matter for buyers and operators?' This is Part 5 of the AI Inference Hardware series.

Yashwanth

More Stories

Try our Planetary Grid of Compute Now!