Skip to content

Hot Chips

Hot Chips is an annual symposium where chipmakers and tech companies unveil and detail new processor, accelerator, and system architectures.

Known aliases

  • HotChips
  • Hot Chips 2026

Current stories

buildOne report1 publisher

d-Matrix's CTO labels Raptor's 1,000-tokens-per-second figure a simulation

d-Matrix CTO Sudeep Bhoja says Raptor's 1,000 tokens per second per user comes from a simulated 72-card system, with full racks not due until Q4 2027. Whole-system speed, power and cost per request are still unmeasured, so buyers are working from early silicon tests and simulations.

Reality

Evidence30
Adoption
Not scored
Hype gap+35
Incentives70
Confidence40
buildOne report1 publisher

OpenAI's hardware head calls Jalapeno's nine months from RTL to tapeout the new baseline

OpenAI took its Jalapeno chip from RTL to tapeout in nine months with its own AI models, against a norm its hardware head puts at 18 to 24 months. The count stops at first tapeout, before a B0 stepping reported to be up to 25% more efficient per watt.

Publishers:tomshardware.com

Reality

Evidence35
Adoption20
Hype gap+35
Incentives65
Confidence40
buildConfirmed9 publishers

OpenAI's first Jalapeno numbers buy it leverage, not a procurement input

The 1.7x to 3.6x latency range is set by the baseline systems, not the chip, and the report's own publication date is unsettled. Read it as direction, not evidence.

Perspective Coverage

9 publishers
Builder
Builder 41%
Operator
Operator 31%
Investor
Investor 28%

Reality

Evidence52
Adoption14
Hype gap+38
Incentives82
Confidence68
buildOne report1 publisher

XCENA demonstrates a 2TB CXL card that runs the work where the bytes already sit

MX1 puts 3,072 in-order RISC-V cores and up to 2TB of DDR5 behind a CXL 3.2 link, betting that bandwidth-bound inference work is cheaper to run on the card than to drag across 128GB per second of host interface.

Publishers:runtimewire.com

Reality

Evidence52
Adoption12
Hype gap+18
Incentives72
Confidence50
productOne report1 publisher

Nvidia guides to $108B while the edge it is told to chase caps out at 30 kW a rack

The quarter came in at $96.2B. The argument that compute must now leave the mega-cluster rests on one analyst's own 30 GW estimate, and on nothing Nvidia itself said.

Publishers:siliconangle.com

Reality

Evidence32
Adoption20
Hype gap+46
Incentives62
Confidence54
buildOne report1 publisher

Intel's Crescent Island bets 480GB of LPDDR5X and 350W beats paying for a liquid retrofit

Intel's Hot Chips disclosure details 32 Xe Cores, 32MB of L2 and 16-deep matrix engines. The figure it does not include is the one that decides whether the capacity is servable.

Publishers:tomshardware.com

Reality

Evidence58
Adoption
Not scored
Hype gap+30
Incentives68
Confidence52
productConfirmed3 publishers

Waymo opens the trunk: a 5nm ASIC, a quadrillion ops, and a supplier list rivals can price

The first hardware disclosure from the leading robotaxi operator turns an autonomy pitch into a supply-chain document, with 20x compute growth in eight years and redundancy it calls non-negotiable.

Perspective Coverage

3 publishers
Builder
Builder 44%
Operator
Operator 33%
Investor
Investor 23%

Reality

Evidence62
Adoption76
Hype gap+18
Incentives74
Confidence68