Section · 16 pieces in the archive
AI Hardware.
All ai hardware coverage from The Sideline.
16 articles
AI Hardware
Groq Eyes $650M Raise as It Bets Everything on AI Inference
Groq is reportedly raising $650M as it pivots from chip hardware toward AI inference services—a rational bet in a brutal market, but the clock is ticking.
Dispatch desk · May 30, 2026
AI Hardware
Snowflake Bets $6B on AWS Graviton—Here's What That Actually Tells Us About the AI Chip War
Snowflake's $6 billion AWS commitment isn't just a cloud spending story—it's a window into how agentic AI is quietly reshaping the chip market in ways the GPU hype cycle keeps missing.
Dispatch desk · May 29, 2026
AI Hardware
Nvidia's Chokehold on AI: How a Graphics Card Company Became the Infrastructure Behind Everything That Matters
Nvidia didn't plan to own AI infrastructure—it just happened to build the right parallel math hardware fifteen years before anyone needed it at scale. Here's what actually explains the moat, and where it's genuinely vulnerable.
Dispatch desk · May 25, 2026
The archive
16 pieces.
Every ai hardware piece The Sideline has ever published.