AI
Hot Chips 2026 Opens at Stanford: The Agentic Computing Era Reshapes AI Silicon
On August 23, 2026, Hot Chips 2026 opens at Stanford Memorial Auditorium with 48 program entries across three days. NVIDIA Rubin and Vera CPU, Google TPU v8 with a bifurcated training and inference split, OpenAI's Jalapeño inference ASIC, AMD MI400, Meta MTIA, and Microsoft MAIA 200 headline a shift from peak FLOPS to system balance. We break down the silicon lineup, gigascale networking with BlueField-4, the hyperscaler vertical integration challenge to NVIDIA's CUDA ecosystem, and what every AI infrastructure team should watch before NVIDIA earnings on August 27.
Aug 23, 2026
11 min read
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