Seems both Nvidia (Groq) and OpenAI (Codex Spark) are now invested in the ASIC route one way or another.

The problem with groq was they only allowed LORA on llama 8b and 70b, and you had to have an enterprise contract it wasn't self service.

> market has hardly reacted at all

Guess who acqui-hired Groq to push this into GPUs?

The name GPU has been an anachronism for a couple of years now.

Cerebras gives a many multiple speedup but it's also many multiples more expensive.