macrostack

Layer 2 of the AI stack

Chips & silicon

26 accelerators from 13 vendors, with the field every other comparison leaves out: whether you can actually get one. Only 5 of these can be bought outright. 6 exist solely inside a single cloud, which makes choosing them a decision about a vendor rather than a chip.

How to read this layer

  1. Can you get it? Availability first, always. A part you cannot buy is not an option, however good the specification is.
  2. Does the model fit? Memory capacity decides that. Bandwidth decides how fast it runs once it does.
  3. What does useful work cost? Per token, per watt. There is no neutral benchmark for either — treat every published figure, including the ones quoted here, as a vendor claim.
  4. What software are you marrying? CUDA, ROCm, Neuron, XLA. This outlives the hardware and is the real switching cost.

NVIDIA

  • NVIDIA GB200 NVL72 — 13.5 TB HBM3E across the rack, 576 TB/s aggregate. Rentable by the hour from multiple clouds; purchasable at scale.
  • NVIDIA GB300 NVL72 — Higher HBM3E capacity than GB200; per-rack figure not consistently published, Not published per rack. Rentable by the hour from multiple clouds; purchasable at scale.
  • NVIDIA B200 — 192 GB HBM3E, 8 TB/s. Rentable by the hour from multiple clouds; purchasable at scale.
  • NVIDIA H200 — 141 GB HBM3E, 4.8 TB/s. Rentable by the hour from multiple clouds; purchasable at scale.
  • NVIDIA H100 — 80 GB HBM3, 3.35 TB/s. Rentable by the hour from multiple clouds; purchasable at scale.
  • NVIDIA RTX PRO 6000 Blackwell — 96 GB GDDR7, 1.8 TB/s. You can purchase this outright.
  • NVIDIA DGX Spark — 128 GB unified LPDDR5X, 273 GB/s. You can purchase this outright.
  • NVIDIA Vera Rubin VR200 NVL144 — HBM4. NVIDIA quotes 20.7 TB per rack at NVL72 scale; the NVL144 CPX configuration is quoted at 100 TB of fast memory per rack., Around 20 TB/s per package on initial shipments, against an original 22 TB/s target the memory suppliers missed. 1.6-1.7 PB/s aggregate per rack.. Rentable by the hour from multiple clouds; purchasable at scale.

AMD

  • AMD Instinct MI355X — 288 GB HBM3E, 8 TB/s. Rentable by the hour from multiple clouds; purchasable at scale.
  • AMD Instinct MI350X — 288 GB HBM3E, 8 TB/s. Rentable by the hour from multiple clouds; purchasable at scale.
  • AMD Instinct MI300X — 192 GB HBM3, 5.3 TB/s. Rentable by the hour from multiple clouds; purchasable at scale.
  • AMD Helios (Instinct MI455X) — 31 TB of HBM4 per rack across 72 MI455X GPUs; 432 GB of HBM4 per GPU., 260 TB/s scale-up per rack; 19.6 TB/s per GPU.. Rentable by the hour from multiple clouds; purchasable at scale.

Amazon

  • AWS Trainium 3 — 144 GB HBM3e per chip, 4.9 TB/s per chip. Cannot be bought. Exists only inside one cloud, so choosing it is choosing that cloud.
  • AWS Trainium 2 — Not published in directly comparable terms, Not published. Cannot be bought. Exists only inside one cloud, so choosing it is choosing that cloud.
  • AWS Inferentia 2 — Not published in directly comparable terms, Not published. Cannot be bought. Exists only inside one cloud, so choosing it is choosing that cloud.

Google

  • Google TPU v7 (Ironwood) — 192 GB HBM3E per chip, 7.37 TB/s per chip. Cannot be bought. Exists only inside one cloud, so choosing it is choosing that cloud.
  • Google TPU v6e (Trillium) — Not published in directly comparable terms, Not published. Cannot be bought. Exists only inside one cloud, so choosing it is choosing that cloud.

Cerebras

  • Cerebras WSE-3 — 44 GB on-chip SRAM, 21 PB/s on-chip. Rentable by the hour from multiple clouds; purchasable at scale.

Groq

  • Groq LPU — 230 MB SRAM per chip, no HBM, 80 TB/s on-chip. Rentable by the hour from multiple clouds; purchasable at scale.

Huawei

  • Huawei Ascend 910C — Not reliably published outside China, Not reliably published. Export controls or regional restrictions govern access.

Intel

  • Intel Gaudi 3 — 128 GB HBM2E, 3.7 TB/s. You can purchase this outright.

Meta

  • Meta MTIA v2 — Not published, Not published. Not available to anyone outside the company that built it.

Microsoft

  • Microsoft Maia 200 — Not published, Not published. Cannot be bought. Exists only inside one cloud, so choosing it is choosing that cloud.

Qualcomm

SambaNova

  • SambaNova SN40L — 520 MiB SRAM + 64 GiB HBM + up to 1.5 TiB DDR per socket, Over 1 TB/s DDR-to-HBM model streaming. Rentable by the hour from multiple clouds; purchasable at scale.

Tenstorrent

  • Tenstorrent Blackhole — GDDR6 rather than HBM, Below HBM parts by design. You can purchase this outright.

Head to head

24 pairs, authored rather than generated. These 26 chips would produce 325 combinations, and that many near-identical spec tables is how a site earns a thin-content judgement. Each of these is a comparison somebody actually makes.

The layer above

None of these parts is useful until somebody rents you one. Layer 2.5 covers the 36 providers that do, rated on the axis nobody else publishes: who owns them, and what your exit looks like.

Layer 2.5 — Compute · GPU cost calculator

The layer underneath

None of this runs without power, and in 2026 power is the harder problem. A single frontier rack draws 120–200 kW; the US grid interconnection queue exceeds 2,600 GW with waits approaching five years and an 80% withdrawal rate.

Layer 1 — Energy · The five-layer map

Want this whole layer as one table?

The accelerators on these pages as a single CSV — memory, bandwidth, compute, power, interconnect, software stack, availability, who each part is for and the catch — ready to sort, filter or load into a notebook.

Get the silicon table — free for research and evaluation

Four short lines and the download starts at once (CC-BY-NC-4.0, built from these pages the moment you ask). What you type is used only to answer the request and is never sold. Prefer Hugging Face? Request it there.

Using it inside a product, a client report or anything you sell? That needs a commercial licence.

Verified 2026-09-09. There is no affiliate programme for compute and we take no commission here — which is exactly why a neutral version of this table did not previously exist.

The Macrostack brief

New swaps, worth your inbox.

A short, occasional email when we add a high-intent alternative or ship a new head-to-head. No spam, no selling your address — unsubscribe in one click.