Graphcore – AI Chip Market Update & RISC-V Opportunities

  • Private Equity
  • TMT
  • Europe


Former executive at Codasip sro


  • Evolution of customer spend on AI hardware, pricing and TCO (total cost of ownership) trends
  • Competitive dynamics vs Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Tenstorrent, Ampere, Blaize, Cerebras, Groq and SambaNova
  • Strengths and weaknesses of hardware approaches vs IP approaches such as Imagination Technologies and Codasip


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