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X · 23 atoms · 2026-06-25 → 2026-06-26 · 信用档先验 cred3

🟦 fact 4 · 🟥 take 19 · stance ▲5/▼10/◆4

覆盖实体 (top 10)

• Jalapeño — 6 atoms
• NVDA — 4 atoms
• Iren — 4 atoms
• OpenAI — 3 atoms
• CUDA — 3 atoms
• Joe Lacob — 2 atoms
• ASIC — 1 atoms

话题分布 (top 8)

市场份额 (2) · DSL替代 (2) · 合作关系 (2) · ASIC路线 (1) · CUDA护城河 (1) · 技术结果 (1) · ASIC竞争 (1) · 护城河 (1)

样例 atoms

• 2026-06-25 · IREN · C-level executive making decision of which Neocloud to add is a software developer or at least ex-software developer himself. Bay Area executives aren't your the same executives at
• 2026-06-25 · OpenAI · They are having AI code directly in ASIC ISA and bypassing DSL (layer which CUDA is in) and actually is a real threat for moat of CUDA in Open/Ant
• 2026-06-25 · Jalapeño · The paper results look very good
• 2026-06-25 · Jalapeño · if Jalapeño performs then it’s a serious market share contender, more so than the other ASICs
• 2026-06-25 · Nvidia · Nvidia has multiple moats so they are fine

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