I'm very bullish on the entire sector. One incumbent vs startup story to watch in the AI accelerator space is NVidia vs Lightmatter, If they can realize the cos

I'm very bullish on the entire sector. One incumbent vs startup story to watch in the AI accelerator space is NVidia vs Lightmatter, If they can realize the cost savings of photonic computing it looks like a 5-7x improvement. NVidia's Megatron trillion parameter language model requires astounding compute capabilities: 3000+ A100 GPUs, And while I don't see GPU dominance retreating through 2024 at least, as we get into universal translation and global parallel corpora by the end of the decade, the limits become apparent. And it probably won't be talent, design or money that becomes the bottleneck. But the relative difficulty of working with photonic crystals compared to the low hanging fruit of silicon that has provided such a bounteous harvest for the last 70 years. https://github.com/NVIDIA/Megatron-LM https://github.com/NVIDIA/Megatron-LM