Hussain-Nazary

Inference-First ASICs (the new challengers)

These chips reject the general-purpose GPU design and are built for one job: pushing tokens out as fast as possible. The trick: model weights live in on-chip SRAM instead of being fetched from HBM — removing the memory-bandwidth bottleneck that caps GPU inference. They’re sold as cloud services (API + rental), not as hardware you buy. All model picks lead with the newest releases (Aug 2026).


Cerebras WSE-3 (CS-3 systems)

The speed king — a chip the size of a wafer with everything on-chip.

Spec Value
Chip Wafer-Scale Engine 3 — entire 300 mm wafer, single “chip”
AI cores ~900,000
On-chip SRAM 44 GB (all model weights stay on-die)
Peak compute 125 PFLOPS (marketing)
Memory bottleneck None — no HBM, no paging
Status Production; Cerebras IPO’d to a $40B+ market cap (2025–26)
Access Cerebras Inference API / cloud rental

Why it’s fast: because there’s no external memory, inference isn’t bandwidth-bound — reported speeds of 2,000–3,000+ tokens/s on large models (3,000 tok/s on gpt-oss-120B, independently verified).

Recommended models (newest first):


Groq LPU (Language Processing Unit)

The deterministic-latency pioneer.

Spec Value
Architecture LPU (Language Processing Unit) — SRAM-based, software-defined tensor streaming
Memory SRAM per chip (~230 MB class), large fast interconnects
Status Production; Groq acquired for ~$20B (2025)
Access GroqCloud API + on-prem racks for enterprises

Why it’s fast: deterministic, low-latency token delivery. Reported 250–750+ tok/s depending on model (476 tok/s on gpt-oss-120B; ~750 tok/s decode on Llama 4 70B) — typically 5–20× faster than GPU endpoints.

Recommended models (newest first):


SambaNova SN40L / SN50 (RDU)

The reconfigurable dataflow option — and the ASIC home for the newest giants.

Spec Value
Architecture RDU (Reconfigurable Dataflow Unit) — compiler-mapped dataflow, huge on-chip SRAM
Capacity SN40L: 104 GB total (HBM + SRAM)
Status SN40L in production; SN50 “frontier” system deploying 2026
Access SambaNova Cloud / enterprise systems

Why it’s fast: dataflow architecture keeps weights on-chip like Cerebras/Groq, with flexible compiler mapping. Reported ~457 tok/s on Llama 3.1-70B and ~198 tok/s per user on a 671B DeepSeek-class model (16-chip SN40L system).

Recommended models (newest first):


Head-to-head

Platform Reported speed Newest models it serves Access model Best for
Cerebras 2,000–3,000+ tok/s ≤44 GB: Gemma 3 27B, GLM-4.7-Flash, Devstral 2, gpt-oss-120B API Max throughput, batch generation
Groq 250–750 tok/s ≤120B via multi-LPU: Gemma 3 27B, GLM-4.7-Flash, gpt-oss-120B API + on-prem Lowest latency, real-time UX
SambaNova ~200–460 tok/s/user Up to 744B: DeepSeek V4 Flash, GLM-5.2, Kimi K3, Mistral Large 3 API + enterprise Giant models on-prem

Bottom line: these are the “fast inference” story of 2025–26 — typically 5–20× faster than GPU endpoints for the same open model. Cerebras and Groq own the sub-120B speed crown with the newest mid-size models; SambaNova is the ASIC answer for the newest 600B+ MoE giants. Trade-offs: API/cloud products (no arbitrary code), premium per-token pricing, and GPU fleets still win on flexibility and cost at very high batch volume.