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Two Veteran Chip Builders Have a Plan to Take On Nvidia

Odd Lots

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The Evolution of AI Chip Design

This chapter explores the intricacies of developing specialized chips for large language models, emphasizing the significance of the scaling hypothesis and transformer architecture. It examines the challenges and opportunities that arise from the growing computational demands of AI while addressing the delicate balance between data availability, chip programmability, and economic factors in this competitive landscape. The discussion also highlights the importance of adapting to evolving AI methodologies and the financial commitments required to successfully bring innovative chips to market.

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