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The detailed follow-up to that post is here: https://geohot.github.io/blog/jekyll/update/2021/12/12/a-correction-on-ai-chips.html https://geohot.github.io/blog/
by gary_0 5y ago
The detailed follow-up to that post is here: https://geohot.github.io/blog/jekyll/update/2021/12/12/a-correction-on-ai-chips.html https://geohot.github.io/blog/jekyll/update/2021/12/12/a-cor...
- modeless 5y agoInteresting! I think Cerebras is exciting too, the problem is that it's so expensive that there will never be a software ecosystem for it. The people who would develop it will never have access to one.
- gary_0 5y agoYep, it's hard to see how Cerebras will ever have much of an ecosystem, since hardware makers are traditionally not very good at building and maintaining one by themselves. But they're probably aiming at very specialized customers only. Geohot is right about the AI accelerator market's problems, and a competitive 4-digit-dollars device is a great idea even if his initial strategy was way off. Although you could say almost the same thing about the high-performance CPU and GPU duopolies (Apple's chips don't count due to their proprietary OS lock-in, although I wish Asahi Linux luck at fixing that). [edit] And beyond that, you have TSMC dominating the next-gen fab market, too.