Story perspectives

SiFive Unveils Powerful AI Cores, Nvidia Stays Confident

9/9/2025

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Summary

Story summary

Nvidia CEO Jensen Huang emphasizes GPU programmability, downplaying the threat from custom ASICs.
SiFive has launched its second-generation RISC-V-based Intelligence cores for AI applications.
New models, X160 and X180, target low-power tasks in IoT and robotics.
The X390 Gen 2 cores provide 4x compute and 32x data throughput over the original X280.
SiFive's XM clusters can achieve 64 teraFLOPS of FP8 performance, scalable to over 4 petaFLOPS.
Customer silicon based on these designs is anticipated in Q2 2026.

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Story summary

Nvidia CEO Jensen Huang emphasizes GPU programmability, downplaying the threat from custom ASICs.
SiFive has launched its second-generation RISC-V-based Intelligence cores for AI applications.
New models, X160 and X180, target low-power tasks in IoT and robotics.
The X390 Gen 2 cores provide 4x compute and 32x data throughput over the original X280.
SiFive's XM clusters can achieve 64 teraFLOPS of FP8 performance, scalable to over 4 petaFLOPS.
Customer silicon based on these designs is anticipated in Q2 2026.