Hardware & Chips
The Inference Chip War of 2026: Why NPUs and Custom Silicon Are Rewriting the AI Cost Curve
The 2026 inference chip war is rewriting the AI cost curve. How NPUs and custom silicon change the economics of deploying LLMs.
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The 2026 inference chip war is rewriting the AI cost curve. How NPUs and custom silicon change the economics of deploying LLMs.
In early 2025, a cluster of AI chip startups raised more capital in a single quarter than the entire semiconductor venture capital ecosystem deployed in all of 2020. The number was staggering: over $