ASIC
4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Nov 3, 2025 by Quentin Anthony · across every show →
Everything said about ASIC, oldest first
Nov 3, 2025 positive
Hyperscalers with fixed architectures should build custom AI inference ASICs
“If I was sort of in house, maybe XAI is a good example of this, or Microsoft is another one where they kind of know the model architecture a priori then they absolutely should make an ASIC that is custom designed for that model architecture that they're curren…”
Nov 3, 2025 neutral
AI labs will increasingly co-design models alongside proprietary custom inference ASICs
“I definitely think things are moving towards you design a model. It's sized the way that fits well on hardware that you can design. You immediately start creating an inference hardware that is custom made to fit the sizes of your model. And then you can also s…”
Jun 3, 2026
Aug 3, 2026 bullish
Custom $50B ASICs become economically rational for $500B AI training runs
“If you have a trillion dollar or five hundred billion dollar training run, then take fifty billion of that and make an ASIC. Like, it's fine. Like you will get more than 10% efficiency from the ASIC. And like, that makes sense.”