Inference Hardware Insurgents - Cerebras, Groq, SambaNova Banner

Cerebras, Groq, SambaNova: The Inference Hardware Insurgents

For most of the last decade, talking about AI hardware meant talking about Nvidia. In 2026 that has stopped being true at the inference layer. Three companies - Cerebras, Groq, and SambaNova - have built genuinely different chips around the same insight: that the workload economics of running models in production are not the same as the workload economics of training them, and that the chip architecture should follow the workload. The bet has been right enough that Nvidia has now licensed pieces of it. ...

May 11, 2026 · 11 min · James M
Reasoning Models in 2026 - o3, R2, and the Compute-at-Inference Shift Banner

Reasoning Models in 2026: o3, R2, and the Compute-at-Inference Shift

Two years ago the way to make a model better was to train a bigger one. By the start of 2026 that recipe has stopped being the most interesting answer. The frontier has moved to a different lever - letting the model think for longer at inference time, generating intermediate reasoning, and only then producing the final answer. The category has a name now (reasoning models) and a family of products built around it. The interesting questions are no longer whether the trick works, because it clearly does, but when to reach for one, where it lands in production, and what the costs actually look like once the demo glow wears off. ...

May 8, 2026 · 15 min · James M
Mac Studio LLMs Icon

Which Mac Studio Should You Buy for Running LLMs Locally?

TL;DR Best entry point: M2 Max 32-64 GB (~£1.4k-£2k) for 7B-13B models at 25-40 tok/s Best sweet spot: M2 Ultra 64-128 GB (~£3k-£4.5k) handles 30B+ models comfortably Best for 70B models: M3 Ultra 128 GB+ (~£5.5k+) with 800+ GB/s bandwidth Newer alternative: M4 Max (£2k-£4k) - lower bandwidth (410-546 GB/s) than Ultra chips, but still solid for 7B-13B models Key rule: Memory bandwidth matters more than raw compute for token generation Reality check: A RTX 5090 rig is 2-3× faster for similar money - buy Mac for simplicity and unified memory You want to run large language models locally on a Mac Studio. Good idea - unified memory is genuinely useful for LLMs. But the specs matter, and there are some hard truths about what “works” versus what feels responsive. More importantly: the right Mac depends entirely on which model you want to run. ...

April 18, 2026 · 10 min · James M