ASIC
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Frank Chen · across every show →
Everything said about ASIC, oldest first
Jan 2, 2019
Aug 28, 2026 bullish
Casado: Multibillion-dollar AI training costs justify building per-model custom ASICs
“Today to build a frontier model costs, let's say, three to five billion dollars, right? So, and let's, you know, and that's to train it. And so the inference has to pay back at least that. Of course, right? You know, in order for any of this stuff to be viable…”