This Nvidia Challenger Says Its AI Chip Is 10x Faster Than A GPU
Video Overview & Insights
There's a new challenger to Nvidia that says its chip can run AI inference at ten times the speed of a standalone GPU. The new chip from D-Matrix is called Corsair, and it's now in volume production with commitments from hyperscalers, neoclouds and frontier AI labs. In an exclusive interview with CNBC, CEO Sid Shath explains how Corsair bypasses the DRAM shortage by relying on SRAM directly on the chip, and how that tight integration means Corsair can transfer data using five times less energy. Itâs a novel approach to memory thatâs led to huge gains for other chip startups in recent months. Cerebrasâ blockbuster $95 billion IPO in May landed it among techâs largest ever debuts, and Groq received $20 billion from Nvidia in the AI giantâs largest purchase ever in December. Now CNBC asks whether D-Matrix could be next.
Hopefully NVidia does not just buy them out.
Reporter: Katie Tarasov
Edited by: Darren Teeter
Benchmarks or it didn't happen đ
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, D-Matrix, Nvidia, Microsoft, Cerebras, Groq
Be careful of indian scam. đ
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â10x faster than a GPUâ â which GPU are we talking about? A GeForce GTX 1080? An RTX 4090 is already significantly more power-efficient and around 10Ă faster than the 1080 in many workloads. Competitors arenât sleeping â every new generation gets faster and more efficient. These vague â10x fasterâ claims donât really work anymore in 2026. People need concrete benchmarks and real numbers. But the bigger issue is still the software stack. It reminds me of how ARM CPUs struggled with Windows adoption.
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"They SAID..." I can say something too. AI is more than just hardware â itâs the software ecosystem, integration, and support that really count. CUDA and Nvidiaâs GPUs have been dominant for decades and are widely adopted. Even if a new chip is faster, adoption is what actually matters. Nvidiaâs monopoly isnât great, but competing with them head-on isnât realistic. In the best case, theyâd just acquire it and absorb it.
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Its like saying kia is faster than bugatti
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This company and companies like Cerebras have these outlandish claims. Whether it's true or not, it won't matter....it's like if I told you I made a word processot that is 200% better than Microsoft WORD. Would anyone even care??? The answer is "NO".
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can I it run crysis
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Another âNVIDIA killerâ arrives with 10x claims, SRAM magic, and hype about bypassing DRAM limits. Meanwhile, hyperscalers still run on NVIDIA at scale. History suggests bold benchmarks impress demos, but infrastructure reality is where most chip revolutions quietly get humbled.
#CNBC
I'm so dispappointed when CNBC only parroted back Corsair's sales pitches without any real evidence and independent testings. Alas, Sales pitches are always blown up. BTW, the fact that NVIDIA bought Grok does not prove DMatrix claims.
This Nvidia Challenger Says Its AI Chip Is 10x Faster Than A GPU
More User Perspectives
6nm!!! lol!
@famousatmidnight15NVDA down 10% in 2 weeks. Every hyperscaler is building chips to replace them. Jensen's "installed base" moat is backwards â Apple/Google/MS own the real one. CUDA covers
training only. Inference is hardware-agnostic. $4.85T at 30x P/E while moat erodes. Intel 2000 all over again.
TBH, it doesn't look like their current hiring demand equals any sort of large production and after sales support that you'd expect to see with a large scale-up.
@nlnl3464Probsbly a lie
@joedirnfeldOn Trump's to-ban list for sale to China.
@monkeybusiness2204these guys are smoking shish, 10x faster? 3 times cheaper? try get passed that CUDA moats where others trilions dollar company can only dream of.
@ponystalkđ§
@avamikozSounds scammy.
@davidkelly1651tsmc guides all designs it makes, accessing its patents and proprietary technology free to customers
@Emc2Eggsif it's made in India, it's made from curry
@HenryVangard-w7yJust check the founder's background. It is mostly f*ing marketing bg. Will you trust someone with marketing bg or engineering bg?
@liaoweienThe guy is from indiađ
@premjitchowdhury262are indian scammers evolving???
@CamX36Assuming their chip really is faster, how will they compete against CUDA? Nvidia has virtually all the best AI talent trained on their proprietary software.
@BlckJack12310x is not that impressive. Try to get an interview with the Q.ant CEO he will tell you about REAL speed up by using photonics.
@HansPeters1234doing is harder then saying m
@Comatozze-i2ynice bussom
@ados_guyall these BS! everyone trying to get a piece of that Ponzi AI bubble.
@chilam2512All these chips are built on digital logic, using 50 year old logic synthesis tools. That is where the energy inefficiency is.đ€. No one has a solution(incl. NVdia!, since TSMCs digital tech is also dependent on it). sram writes are not energy efficient compared to dram, though has faster read access speeds, benefits from same digital process node, that also compensates on density due to smaller geometry. Seems like a stop gap solution(just for inference, since training involves lots of writes), rather than permanent oneđ€. NVidia will have to adapt soonđź, when low power training chips using non-boolean logic(while still using digital cmos techđ€Ż) hits the marketđ€. Just some đ
@aware2action12 Codes of Collapse feels like someone took all the AI fears people avoid saying out loud and put them in one book.
@pawnwsomeweirdo launch needed ???
@lucasremun cpu curve on connait !
mais de lĂ faire un socket comme un tank ! c'est n'importe quoi
AI is now in era like bitcoin miming was first with fpga and suddenly with asics, so this is kind if asic not a gpgpu for AI, that should happen years ago if someone would looknjusta decade back, nut not even that, just took a look from nvidias parrern, double the transistors, double the power plus(all this on more advanced node that should lower the power plus generational ipc uplift and still hardware itself was barely double, most of the time much less than double stronger ) rhere were advancements in some accelerators in this gpgpus but not general gpu performance, it was the algorithms that got more and more refined and optimized and able to utilize that better and better
@BITS2.1Why is Blackrock selling 1,000 copies of the same Bitcoin under their âderivativeâ scheme?
@Jackson-l3rRandom companies saying they have AI breakthrough to rocket up stock price
@zks82mdu3bJust go run a Kwik-E-Mart.
What a joke. This company is garbage.
Substance-free "journalism."
@r.m8146when i see the founder is an Indian i lost interest
@randomfan6489It smells like 6x more bull** than competitors
@openinsights2025We'll see
@calilovenw707How this scrap could be a competitor!
@md.shahinurrahman747Well, not yet. D-Matrix has a long way to go before beating Nvidia. Its only edge right now is that it isnât shackled by U.S. export controls, unlike Nvidia. But when it comes to raw innovation, Nvidia is still miles ahead.
@FatoneLuethMajor biotech company acquiring pro kidney buy now
@Sonrise-jrBlah, blah, blah. It's the same mindless AI slop and PR spin every day, making easy money from our "eyes on the screen". If AI is so good why arenât the AI âexpertsâ and influencers on their super yachts ? LOL. We know the truth. AI companies are shonks and grifters. AI canât âdoâ maths, it doesnât store knowledge, it has no verification system, it canât be used in law, itâs not always right, and it can hallucinate. How stupid is that ?! Soon the AI fraudsters, charlatans and their clueless fanboys will disappear. Hooray
@ausmikuit is just raw power no real use just benchmark stuff in real world use cases unoptimized hardware doesnot matter after all these are asics not flexible enough to get real power unless tpus like years of optimizations and robust software stack
@repero_one1028Even if it really better than Nvidia's China will still want it đ€Ł
@jasonyau326Definitely no surprise to see new dedicated AI chips being faster than GPU, surprised to not see Nvidia doing something like that
@urbanstrencanRaw performance is only one piece of the equation. The real challenge is building an ecosystem that developers want to use and customers can deploy at scale. Competition is healthy, but the AI race will be won by companies that combine great hardware with software, networking, manufacturing, and access to global markets.
@CyrulikBlackiebs
@adike5you come for the king you better not miss
@lllllll0_______0lllllll