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Got excited, then I saw it was for inference. yawns Seems like it would obviously be in TSMCs interest to give preferential taping to nvidia competitors, they
by whimsicalism 9mo ago
Got excited, then I saw it was for inference. yawns
Seems like it would obviously be in TSMCs interest to give preferential taping to nvidia competitors, they benefit from having a less consolidated customer base bidding up their prices.
- ttul 9mo agoMy best guess after dipping my toe into semiconductor fabrication a decade ago is that there is a mysterious guru in a cave under a volcano who decides which customers get access to which nodes at which prices.
- sognetic 9mo agoEverything is currently pointing towards inference being the main cost driver for LLMs in the future. Test-time-compute requires huge amounts of tokens in inference and makes providing frontier models as services unprofitable. Anyone not under some kind of export restrictions can scrounge together some GPUs to train a frontier model (hell, even DeepSeek which is under these restrictions could) but providing a service that can compete with OpenAI et al. will prove to be quite costly. 3x improvements in inference are therefore nothing to sneeze at IMO.