The AI ASIC Market, Part 3: The Independent AI Chip Companies Taking on NVIDIA
How Groq, Cerebras, and Etched are challenging NVIDIA — and what their valuations signal for purpose-built compute infrastructure.
The AI ASIC Market, Part 2: How Broadcom and Marvell Quietly Power Hyperscaler AI
Two companies enable 80% of hyperscaler custom AI silicon. Here's how they got there and where they're headed.
Luxor Hashrate Lookback Series – April 2026
April 2026’s hashrate and hashprice trends, forward market participation, trading activity and contract performance.
The State of Bitcoin Mining in Paraguay (2026)
The 4th largest Bitcoin mining jurisdiction in the world.
The AI ASIC Market, Part 1: Hyperscaler Silicon — Google TPU, AWS Trainium, Microsoft Maia, Meta MTIA & OpenAI's Custom Chip
Google, AWS, Microsoft, Meta, and OpenAI are all building custom AI chips. Here's where each program stands.
