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FuriouslyAdrift 2 hours ago

Yep it will be ASICs and DSPs all over again. Orders of magnitude changes.

monkeydust an hour ago | parent [-]

So which shovels companies are the ones to watch for burnt in silicon models ?

FuriouslyAdrift an hour ago | parent [-]

Imagine the price of a $9 million NVL72 dropped to about $100, used 4 orders of magnitude less power, was the size of ARM cpu, be bundled with pretty much any electronic device, and ran as fast a frontier AI is today.

That's about how disrupting DSPs were to the industries they arose out of (over a very long time frame).

How would that disrupt the industry?