Deep Tide TechFlow news: On July 25, multiple next-generation AI chip startups are challenging Nvidia from the angle of data-movement optimization. According to X user Deedy Das’ statistics, the technical paths these companies take include: Groq eliminates DRAM, Cerebras eliminates interconnects, d-Matrix eliminates the separation of compute and memory, Majestic eliminates server compute centralization, Etched, Taalas, and MatX eliminate generality, and Substrate eliminates a lithography machine worth $400 million. All approaches aim to improve AI chip performance by reducing the data-movement bottleneck.