So I'm curious what their strategy is. It seems to me that the options are: 1. Target smaller usecases that can live with a tiny context window 2. Use huge amounts of SRAM (at which point they look like Groq or Cerebras) 3. Make it up with extreme KV-cache compression/quantization 4. Run linear-attention/sliding window attention models
Other commenters have mentioned robotics as a potential application, which sounds interesting.
Well if you are exclusively using GPUs that are general purpose, of course you leave so much efficiency on the table. That’s why Google started making TPUs more than a decade ago. I remember that kerfuffle when Google fired Timnit Gebru when Gebru’s paper used GPUs to calculate the environment impact of LLMs while ignoring the efficiency of TPUs; this basically made Jeff Dean very angry due to that wide efficiency gap.
The real efficiency win in these chips is that they are made for inference only. You can throw away the vast majority of a chip if you only need a few ops, a single precision (like INT8 or FP8) and don't need ultra fast interconnects.
Google’s internal review blocked it from publication. Stated reasons were about paper quality. You can speculate whether that was the real reason.
Gebru issued an ultimatum email and said she would resign if some list of conditions weren’t met.
Google said “thanks, we accept your resignation”.
She claims it is retaliation, but it seems more like an own-goal if you ask me. She basically handed Google the solution to their problem.
Practical lesson: don’t tell your employer you might quit before you’re ok with leaving.
It really depends on the pricepoint at which they can get a board. If they can do a ~32B model for 1k$ and a size of an external HDD, I'd buy one now, even knowing that it won't be upgradeable / the model remains fixed. The speeds they've shown are a quality of its own, and there's plenty you can do with such a model and faster than instant responses.
If you consider the places you could deploy it -- with no network access, and at those high speeds... very useful .. for adding vague "common sense" fuzzy thinking to all kinds of applications that right now piss consumers off with poor UX. Esp if the model can do voice-to-text and text-to-speech well (some of the smaller models can)
The state-of-the-art models aren't at "can fully replace knowledge worker" levels yet and I doubt they'll get there any time soon, so charging $2000 / month for access isn't going to happen. Right now everyone and their dog is being handed subsidized credits to play with AI, but the actual outcome is rarely good enough to be worth the money they'd need to charge for it. It might very well take another order of magnitude or two to get LLMs to be truly good (if it is even possible at all), and considering how much money is already being pumped into it I just don't see that happening.
On the other hand, the dumb models are more than adequate for simple noncritical tasks, like directing a user to the appropriate FAQ entry, or playing phone decision tree. There's a lot of money in making chatbot assistants actually useful, or in augmenting website search. Turning it into a glorified "language-to-API-call" translator doesn't take a lot of smarts, but as long as it's cheap you can make a killing in volume.
This is a lane I’ve been experimenting in —- seeing what I can get out of models that work in 16GB VRAM for simple tasks (screen scraping, decision tree navigation, natural language queries). It’s interesting for sure (certainly reveals non-deterministic limits) and promising for low criticality review-opportunity tasks, but I also feel like I need better sources/community for understanding and reflection. Preferably those that aren’t hype channels. Any pointers?
I understood it as a proof-of-concept, not a for-mass-production single blueprint - i.e.: "if you need your NN in a CIM form on ASIC, we can do it".
Their next proof-of-concept was said to be meant to be about size: "we showed you we can do it with 8b, now we are working to show you we can do 24b or 32b". Then, "and we plan to go bigger and faster".
> Our second model, still based on Taalas’ first-generation silicon platform (HC1), will be a mid-sized reasoning LLM. It is expected in our labs this spring and will be integrated into our inference service shortly thereafter. // Following this, a frontier LLM will be fabricated using our second-generation silicon platform (HC2). HC2 offers considerably higher density and even faster execution. Deployment is planned for winter (19 Feb 2006)
8B models aren't useful in general, but for specific use cases they can provide an enourmous amount of intelligence - nVidia's Tesla/Waymo competitor is a 7B LLM with a 2B diffusion model, and running that at those speeds could be an order of magnitude cheaper than existing solutions.
I assert like 80% of this “multi agent parallel workflow” business is simply a workaround to models being soooooo slow. Like as the dude driving these things… you kick it off and twiddle your thumbs waiting minutes to hours sometimes for all the inference and token generator to finish. So you dispatch multiple workstreams in parallel to be more efficient.
I assert that if the model was even 10x faster we’d be using these things radically different. You’d be doing things that are currently time prohibitive. At 100x, holy shit will software dev get crazy. You’d be kicking off hundreds of parallel workers attacking a problem from every angle and stuff. Who even knows!!!
And the thing is, 10x will absolutely come and probably even 100x. And it will be sold like a video game cartridge or something depending on how the actual model gets “baked” into the hardware. No remote inference at all.
My understanding is that robotics doesn't really rely much on LLM's in the first place but rather other things.
Is the thing that you are suggesting that it would ingest all real time data and then reason through it at an incredibly fast speed and then act on it and re-iterate? I might imagine some problems with this though I am not a robotics engineer and perhaps someone who deeply understands this topic can give more information.
They tend to collapse into nonsense and hallucinations pretty quickly if you move slightly out of the envelope of the current visual reasoning benchmaxxing.
I'd say virtually all robots you've seen in the real world today rely on classical approaches - you build a rudimentary map, then use classical algorithms to find paths/do area coverage. The robots do no reason or understand what they're looking for, they're more like in-game units. At most there's some bounded, lightweight image classification going on.
LLMs can understand and reason about the world natively. nVidia has a Tesla FSD/Waymo competitor which simply their 7B reasoning LLM but instead of outputting tokens directly, its outputs are fed to a 2B diffusion model that outputs 1.6 second long trajectory for the car, and this is enough for an L2 system. But to make this work, they need the model to run at 10Hz, so they use super high-end hardware to do it (Jetson Thor) and the car is still "blind" for 100ms at a time (they have a parallel classical safety system).
With on-chip LLMs you could run this loop at like 100Hz on a chip that costs a few hundred bucks, rather than 10Hz on a board that costs several thousand.
The hyperscalers like AWS will made great use of these to serve up models that will be relevant for several years. But right now, we're still seeing significant bumps in model quality every couple of months - especially with open-weight models like Deepseek/Kimi/GLM.
Until that point, though, I don't see how this is ever going to be cost effective vs general purpose hardware.
I also think we'll see miniature versions of this baked into mobile hardware for super fast and efficient on-device LLMs.
1. If LLMs keep improving, burning models onto silicon becomes obsolete too fast and is not worth doing. Outcome: We keep getting better LLMs. 2. If LLM improvements slow down, they will be burned onto silicon. Outcome: We get faster, cheaper and energy-efficient LLMs.
Either way sounds great to me. It will certainly be a mix so we can even get both.