off-chip memory

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 24, 2025 by Andrew Feldman · across every show →

Everything said about off-chip memory, oldest first

Mar 24, 2025 negative
Opinion
Feldman: GPU off-chip memory architecture can be beaten in inference
“The fundamental architecture of the GPU with off-chip memory is not great for inference. Now, they will continue to do well in inference, but it can be beaten, and I think they know it.”
Andrew Feldman Mar 24, 2025 ▶ 0:17 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
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