Nathan Benaich@nathanbenaich• 3 months ago

Replying to @nathanbenaich

The most bullish trend in our dataset can be found amongst the startup silicon cohort: @CerebrasSystems, @GroqInc, @graphcoreai, @SambaNovaAI, Cambricon, and Habana. Collectively, they show +19% YoY growth, with an estimated 695 papers citing their hardware in 2025, up from 586 in 2024.