Why is NVIDIA so dominant in AI chips?

NVIDIA's dominance comes as much from software as from hardware. CUDA, launched in 2007, plus libraries like cuDNN and deep integration with frameworks such as PyTorch mean nearly all AI code runs on NVIDIA GPUs with minimal effort. Combined with strong hardware, fast NVLink interconnects, and a large installed base, this creates an ecosystem lock-in that competitors find hard to overcome.

Is photonic computing ready for production AI?

Not yet for general-purpose compute. Photonic computing uses light to perform operations like matrix multiplication with potentially very low energy, but pure photonic processors still face challenges with analog precision, data conversion overhead, and integration. Its nearest-term impact is as optical interconnect and co-packaged optics that relieve communication bottlenecks between chips in large AI clusters.

Is RISC-V used in AI hardware?

Yes. RISC-V is an open, royalty-free instruction set that designers can extend with custom instructions, which makes it attractive for building AI accelerators and their control processors. Companies such as Tenstorrent build chips around RISC-V cores, and its vector extension provides a scalable path to data-parallel compute. Its openness also appeals to organizations wary of proprietary-ISA licensing and export restrictions.

What are chiplets and why is the industry moving to them?

Chiplets are smaller dies made separately and assembled into a single package instead of building one large monolithic chip. They improve manufacturing yield, since a defect only ruins a small chiplet, and let designers mix process nodes to optimize cost. Modern high-end accelerators like NVIDIA's Blackwell and AMD's Instinct use this approach, and standards such as UCIe aim to let chiplets from different vendors work together.

How to Get Started With RISC-V Development on Real Hardware

This is a practical, up-to-date guide to Started — what it is, why it matters in 2026, and how to apply it in real projects. It is written for developers and founders who want clear answers and proven best practices, not filler.

Whether you're just starting out or leveling up, treat this as a working reference you can return to. Every section is built to be skimmed, applied, and shared.

Photonic Computing

Photonic computing performs computation using light rather than electrical currents, exploiting the physics of optics to do certain operations, especially matrix multiplication, with potentially very low energy and latency. Because light can carry many signals in parallel across different wavelengths and does not dissipate energy the way charging and discharging transistors does, photonics is attractive for the linear-algebra core of neural networks. Companies such as Lightmatter and Lightelligence are building photonic accelerators and, notably, optical interconnects that move data between chips using light. In fact, photonics is arriving first as interconnect, since co-packaged optics can relieve the communication bottleneck in large clusters. Pure photonic compute still faces challenges around analog precision, data conversion overhead, and integration, keeping it earlier-stage than the interconnect use case.

The Software Moat: CUDA and Its Challengers

Hardware rarely wins on specifications alone; the deciding factor is often the software ecosystem, and here NVIDIA's CUDA has a nearly two-decade head start. CUDA, together with libraries like cuDNN and the broad support of frameworks such as PyTorch, means most AI code simply runs on NVIDIA GPUs with minimal friction. Competitors are attacking this moat from several angles: AMD's ROCm aims for CUDA-like capability on Instinct GPUs, Google exposes TPUs through JAX and XLA, and compiler projects such as OpenAI's Triton and the MLIR ecosystem try to target many backends from one codebase. PyTorch's backend abstraction and torch.compile also help decouple models from specific hardware. For teams evaluating non-NVIDIA silicon, the honest question is not peak performance but how much of their stack works out of the box.

NPUs and On-Device Inference

A Neural Processing Unit is a compact accelerator integrated into a system-on-chip to run inference locally on phones, laptops, and embedded devices. Apple's Neural Engine, Qualcomm's Hexagon NPU, and the NPUs in Intel Core Ultra and AMD Ryzen AI processors all target the same goal: run models within a few watts and without a round trip to the cloud. This matters for latency-sensitive features, offline capability, and privacy, since data never leaves the device. NPU performance is often quoted in TOPS (trillions of operations per second) at low precision, and the recent Copilot+ PC category set an informal bar around 40 TOPS for on-device AI. The tradeoff is a tight power and memory envelope, so on-device models are heavily quantized and pruned.

Inference Chips Versus Training Chips

Training and inference stress hardware in different ways, and increasingly they use different chips. Training must store activations and gradients for backpropagation, favors high-precision-friendly formats, and benefits enormously from massive clusters with fast interconnects. Inference, by contrast, runs the model forward only, is dominated by latency and cost per token, and rewards high memory bandwidth to stream weights quickly. Startups like Groq, Cerebras, and SambaNova, along with Amazon's Inferentia, target inference specifically, sometimes trading flexibility for dramatically lower latency or better tokens-per-dollar. As deployed AI shifts from research toward serving billions of requests, the economic center of gravity is moving toward inference-optimized silicon.

TPUs and the Case for Custom Silicon

Google's Tensor Processing Unit is the best-known example of a company building its own accelerator rather than buying GPUs. TPUs are built around a large systolic array, a grid of multiply-accumulate units that streams data through in a tightly choreographed pattern to maximize compute per memory access. They are tightly co-designed with the JAX and TensorFlow software stacks and with Google's own optical interconnect, letting TPU pods scale to thousands of chips with high efficiency. Amazon (Trainium and Inferentia), Microsoft (Maia), and Meta (MTIA) have followed with their own in-house accelerators. The strategic logic is control: owning the silicon reduces dependence on a single vendor, tunes hardware to specific models, and can lower total cost at hyperscaler volumes.

RISC-V in AI Hardware

RISC-V is an open, royalty-free instruction set architecture that has become a popular foundation for custom chips, including AI accelerators. Its appeal is extensibility: designers can add custom instructions for tensor or vector operations without licensing fees or permission from a gatekeeper, which is difficult with proprietary ISAs like x86 or Arm. In AI systems RISC-V frequently serves as the control processor that orchestrates dedicated matrix engines, and companies such as Tenstorrent build accelerators around RISC-V cores. The RISC-V Vector extension provides a scalable path to data-parallel compute. Geopolitical factors have further boosted interest, since an open ISA is harder to restrict through export controls than a single vendor's proprietary technology.

Started: Key Facts and Data

According to recent industry research and the official documentation linked below:

As of 2025, high-bandwidth memory is a primary bottleneck for AI accelerators, and SK hynix, Samsung, and Micron are the three suppliers producing HBM3e stacks, with SK hynix widely reported as the leading HBM vendor.
Training a frontier large language model can require tens of thousands of accelerators running for weeks; multiple industry reports place the hardware and compute cost of leading models in the tens to hundreds of millions of dollars.
Google reports that its TPU pods scale to thousands of chips over a custom optical circuit-switched interconnect (ICI), with TPU v5p pods reaching up to 8,960 chips per pod.

Quick-Reference Summary

A map of what this guide covers:

Topic	What you'll learn
Photonic Computing	Photonic computing performs computation using light rather than electrical currents
The Software Moat: CUDA and Its Challengers	Hardware rarely wins on specifications alone
NPUs and On-Device Inference	A Neural Processing Unit is a compact accelerator integrated into a system-on-chip to run inference locally on phones
Inference Chips Versus Training Chips	Training and inference stress hardware in different ways, and increasingly they use different chips.
TPUs and the Case for Custom Silicon	Google's Tensor Processing Unit is the best-known example of a company building its own accelerator rather than buying GPUs.
RISC-V in AI Hardware	RISC-V is an open, royalty-free instruction set architecture that has become a popular foundation for custom chips

How to Get Started with Started

A simple path that works:

Learn the fundamentals of Started from primary sources, not just tutorials.
Build one small, real project end to end.
Get feedback, refactor, and add tests.
Ship it publicly and document what you learned.
Repeat with a slightly harder project each time.

Build It with a World-Class Full Stack Developer

Sandeep Kumar Chaudhary is a full stack world-class developer. If you want to turn this into a real, production-ready product, get in touch — message directly on WhatsApp at +9779802348957 for a fast, no-pressure consult.

You can also explore the projects already shipped to thousands of users, or start a conversation here.

Final Thoughts

Chiplets are now mainstream: assume future high-end accelerators are multi-die packages, which changes yield, cost, and thermal reasoning. The developers and teams who win in 2026 pair strong fundamentals with consistent shipping. Start small, stay curious, build in public, and revisit this guide as your skills grow.