Swyx: At $5B+ training runs, designing custom chips makes economic sense
Michael Swix (Swyx) · SF Compute: Commoditizing Compute · Apr 11, 2025 · at 19:53
Host Michael Swix (Swyx) cites Martin Casado's economic thesis regarding the threshold where frontier AI labs should design proprietary ASICs.
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“When you get the five billion dollar runs, when you get the fifty billion dollar runs it is actually makes sense to build your own chips, like to, for OpenAI to get into chip design”
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