The Ledger
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Movva: Meta and OpenAI purchases have consumed AMD's chip supply
“I think publicly, Meta and OpenAI have bought a ton of AMD chips, and so, we're increasingly seeing that all the AMD supply is also being allocated.”
Frontier Mixture of Experts Models Now Activate Only 1% of Experts
“If you look at a modern MOE model, there are very few models that are more than 10% dense, meaning 10% of the possible number of experts you can activate are activated, and I think the frontier models are closer like one percent.”
Movva: An 800mm² Die Made Entirely of SRAM Would Hold Only Single-Digit Gigabytes
“The problem with SRAM is it takes a lot of area on the silicon die so if you want to build a large die, like let's say the NVIDIA Blackwell at 800 millimeters square, if you made that whole die SRAM, It would be in the maybe like single digit gigabytes. It's n…”