Notice that they do not talk about SRAM when they present the M1 chiplets - but you have to store the kv-cache etc. somewhere to run LLMs.

The technology that could run LLMs should be the "Vanguard", but as the homepage says, "the M1 (scope: Edge/Cameras/Drones) is there, the Vanguard should be a reality in 2027".

I'm pretty sure the answer is that their chip is uniquely unsuited for LLMs, probably because the write speed might be horrendously slow. Most likely too slow for storing the context window in multi user workloads.

c.f. https://news.ycombinator.com/item?id=49403836, then from there, you'd need to see a couple of orders of magnitude before it's tractable for LLMs.

Bottom of page linked from HN (currently https://www.mythic.ai/) indicates they're hoping to demonstrate something that could that in 2028 or later, and both Nvidia and Cerebra are looking at 10x'ing models to 10T+ plus in 2027.

So they may never catch up on LLMs.

They're a good fit for the companies they're working with and have taken investment from, ex. Toyota, that aren't doing LLMs.