Off Chip Memory

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20VC 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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Off Chip Memory

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Turn any episode into a week of clips.