AI hardware startups

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →

Everything said about AI hardware startups, oldest first

Dec 5, 2023 negative
Insight
Patel: AI chip bottlenecks lie in interconnects and memory, not matrix multiplication
“Multiplying tensors is kind of, you know, anyone can, there's a lot of people who've made good matrix multiply units, right? But it's about, like, getting good utilization out of those, and interfacing with the memory, and interfacing with other chips really e…”
Dylan Patel Dec 5, 2023 ▶ 24:06 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
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