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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. It’s a novel approach to memory that’s led to huge gains for other chip startups in recent months. Cerebras’ blockbuster $95 billion IPO in May landed it among tech’s largest ever debuts, and Groq received $20 billion from Nvidia in the AI giant’s largest purchase ever in December. Now CNBC asks whether D-Matrix could be next.

Hopefully NVidia does not just buy them out.

— @universalalgorithm3263

Reporter: Katie Tarasov

Edited by: Darren Teeter

Benchmarks or it didn't happen 📊

— @TaskSwitcherify

Senior Director of Video: Jeniece Pettitt

Additional Footage: Getty Images, D-Matrix, Nvidia, Microsoft, Cerebras, Groq

Be careful of indian scam. 😂

— @citizenofsea

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“10x faster than a GPU” — which GPU are we talking about? A GeForce GTX 1080? An RTX 4090 is already significantly more power-efficient and around 10× faster than the 1080 in many workloads. Competitors aren’t sleeping — every new generation gets faster and more efficient. These vague “10x faster” claims don’t 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.

— @rendermanpro

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"They SAID..." I can say something too. AI is more than just hardware — it’s the software ecosystem, integration, and support that really count. CUDA and Nvidia’s GPUs have been dominant for decades and are widely adopted. Even if a new chip is faster, adoption is what actually matters. Nvidia’s monopoly isn’t great, but competing with them head-on isn’t realistic. In the best case, they’d just acquire it and absorb it.

— @rendermanpro

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Its like saying kia is faster than bugatti

— @pahanin2480

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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".

— @u-dumbass

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can I it run crysis

— @abinodattil6422

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Another “NVIDIA killer” 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.

— @EbonyAlexander-p8l

#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.

— @jackmasonen

This Nvidia Challenger Says Its AI Chip Is 10x Faster Than A GPU

More User Perspectives

@

6nm!!! lol!

@famousatmidnight15
@

NVDA down 10% in 2 weeks. Every hyperscaler is building chips to replace them. Jensen's "installed base" moat is backwards — 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.

@eugeniou-programming7354
@

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.

@nlnl3464
@

Probsbly a lie

@joedirnfeld
@

On Trump's to-ban list for sale to China.

@monkeybusiness2204
@

these guys are smoking shish, 10x faster? 3 times cheaper? try get passed that CUDA moats where others trilions dollar company can only dream of.

@ponystalk
@

🧐

@avamikoz
@

Sounds scammy.

@davidkelly1651
@

tsmc guides all designs it makes, accessing its patents and proprietary technology free to customers

@Emc2Eggs
@

if it's made in India, it's made from curry

@HenryVangard-w7y
@

Just check the founder's background. It is mostly f*ing marketing bg. Will you trust someone with marketing bg or engineering bg?

@liaoweien
@

The guy is from india🎉

@premjitchowdhury262
@

are indian scammers evolving???

@CamX36
@

Assuming their chip really is faster, how will they compete against CUDA? Nvidia has virtually all the best AI talent trained on their proprietary software.

@BlckJack123
@

10x 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.

@HansPeters1234
@

doing is harder then saying m

@Comatozze-i2y
@

nice bussom

@ados_guy
@

all these BS! everyone trying to get a piece of that Ponzi AI bubble.

@chilam2512
@

All these chips are built on digital logic, using 50 year old logic synthesis tools. That is where the energy inefficiency is.đŸ€”. 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 oneđŸ€”. NVidia will have to adapt soon🔼, when low power training chips using non-boolean logic(while still using digital cmos techđŸ€Ż) hits the marketđŸ€”. Just some 💭

@aware2action
@

12 Codes of Collapse feels like someone took all the AI fears people avoid saying out loud and put them in one book.

@pawnwsome
@

weirdo launch needed ???

@lucasrem
@

un cpu curve on connait !
mais de lĂ  faire un socket comme un tank ! c'est n'importe quoi

@usualsuspectrider
@

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

@BITS2.1
@

Why is Blackrock selling 1,000 copies of the same Bitcoin under their “derivative” scheme?

@Jackson-l3r
@

Random companies saying they have AI breakthrough to rocket up stock price

@zks82mdu3b
@

Just go run a Kwik-E-Mart.
What a joke. This company is garbage.

@helloworld-io2
@

Substance-free "journalism."

@r.m8146
@

when i see the founder is an Indian i lost interest

@randomfan6489
@

It smells like 6x more bull** than competitors

@openinsights2025
@

We'll see

@calilovenw707
@

How this scrap could be a competitor!

@md.shahinurrahman747
@

Well, not yet. D-Matrix has a long way to go before beating Nvidia. Its only edge right now is that it isn’t shackled by U.S. export controls, unlike Nvidia. But when it comes to raw innovation, Nvidia is still miles ahead.

@FatoneLueth
@

Major biotech company acquiring pro kidney buy now

@Sonrise-jr
@

Blah, 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 aren’t the AI “experts” and influencers on their super yachts ? LOL. We know the truth. AI companies are shonks and grifters. AI can’t “do” maths, it doesn’t store knowledge, it has no verification system, it can’t be used in law, it’s not always right, and it can hallucinate. How stupid is that ?! Soon the AI fraudsters, charlatans and their clueless fanboys will disappear. Hooray

@ausmiku
@

it 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_one1028
@

Even if it really better than Nvidia's China will still want it đŸ€Ł

@jasonyau326
@

Definitely no surprise to see new dedicated AI chips being faster than GPU, surprised to not see Nvidia doing something like that

@urbanstrencan
@

Raw 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.

@CyrulikBlackie
@

bs

@adike5
@

you come for the king you better not miss

@lllllll0_______0lllllll