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I wonder if customers really want custom chips or just cheaper ones. Many of these custom AI chips are slower than flagship GPUs so presumably a cut-down GPU at
by wmf 3y ago
I wonder if customers really want custom chips or just cheaper ones. Many of these custom AI chips are slower than flagship GPUs so presumably a cut-down GPU at a lower price would be just as good.
- brucethemoose2 3y agoThere is a lot of silicon consumer GPUs don't "need" for AI. But on the other hand the software stack is very mature and they are heavily amortized by the huge volume, so its kinda hard to argue with. In fact its so good that Nvidia can charge outrageous prices for the L40, A10 and such and then turn around and sell the exact same dies to consumers (with less memory).
- tomasGiden 3y agoFor customers like Ericsson it wouldn’t surprise me if they request special instructions and special hard function blocks. In telecom there are certain operations that’s specified by the standard (and some which aren’t but used as a de facto standard) which are performed so often that you want to do them in hardware instead of in software. Or the opposite, Ericsson just wants to integrate NVIDIAs IP into Ericsson’s own ASICs instead of using their own cores and other third party cores.