Modern chips are crowded cities, and the roads now matter as much as the buildings. Arteris turned that traffic problem into a licensing business used across more than 4 billion chips and chiplets - while learning that connectivity alone was no longer enough.
Tenstorrent is building AI computers from small, networked pieces - then opening the software so developers can see how the machine works. The wager is simple: in a market organized around one dominant GPU stack, flexibility can be a product.
The old Intel understudy now sells CPUs, GPUs, adaptive chips, networking and software as one connected system. Its next test is whether an open stack can win the most expensive race in computing.
The company that built the microprocessor is trying to build something harder: a second act. Inside Intel's bet-the-house pivot from selling chips to making everyone else's.