Zhi Tong Cai Jing·2025-10-23 07:22Core Insights - NextSilicon, an Israeli chip startup, is developing a new CPU based on the open-source RISC-V architecture, aiming to challenge the dominance of Intel and AMD in the data center server CPU market [1][2][5] - The company's flagship product, the Maverick-2 data stream accelerator, is designed to significantly enhance precision scientific computing tasks, previously dominated by Nvidia [2][4] - NextSilicon's upcoming RISC-V CPU, named "Arbel," is targeted at high-performance computing (HPC) scenarios and is intended to work closely with the Maverick-2/3 accelerators [5][6] Group 1 - NextSilicon has raised approximately $300 million in funding to support its development efforts [2] - The Maverick-2 operates on a "data flow/reconfigurable" architecture, integrating multiple RISC-V cores to handle serial code paths and control tasks efficiently [3][4] - The company claims that its products can execute similar computational tasks as Nvidia's GPUs with faster speeds and lower power consumption, without requiring extensive software code rewrites [4] Group 2 - The RISC-V architecture is gaining traction in the server domain, posing significant pressure on both x86 and ARM architectures [4][6] - NextSilicon's Arbel CPU is positioned to create a "host + accelerator" stack that competes directly with the traditional x86 + GPU architecture [5][6] - The open nature of RISC-V allows for widespread adoption across academia, startups, and large tech companies, making it a formidable competitor to ARM [6]