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You got to be rich in both camps. And a lot of companies are jumping in to fill this gap. Agents, and a lot of this is because of agents. Agents need CPUs.

TBPN
4w ago

For existing chips in the market, there's a really uncomfortable trade-off between latency and throughput. Chips that are best at throughput have historically been the chips that are based on HPM as the memory... but that hasn't been so good at latency.

1mo ago

Underscored — save the words that stop you in your tracks.

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