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← Falling back to older 7-nanometre chips would not rescue AI compute,…

8 connected korrents · 6 moments on record from 3 Feb 2025 to 30 Jul 2026.

Everything filed under semiconductors semiconductors Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. Falling back to older 7-nanometrechips would not rescue AI compute,because the real gap between chipgenerations is twentyfold, not thethreefold the flops suggest. DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. — tap to centre the map on it Inference, not training, isnow the constraint, andspecialized low-energyhardware will beat… JD Jeff Dean — holds since 2026-07-30 — tap for who they are Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructurehas not kept up with AI'sgrowth, and closing that gapneeds capacity built in… LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. — tap to centre the map on it The faster AI progresses, thebetter NVIDIA does, so a shocklike DeepSeek should expandits market rather than shrink… NL Nathan Lambert — holds since 2025-02-03 — tap for who they are Same subject: The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. — tap to centre the map on it The world can make roughly 200gigawatts of AI chips a yearby 2030, which makes agigawatt a week a plausible… DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: There will be no overnight intelligence explosion, because a model's best work takes so much test-time compute that time itself is the bottleneck. — tap to centre the map on it There will be no overnightintelligence explosion,because a model's best worktakes so much test-time… NB Noam Brown — holds since 2026-06-26 — tap for who they are Same subject: Nobody wants a slow model, which is why labs will not trade inference speed for cheaper memory even though they easily could. — tap to centre the map on it Nobody wants a slow model,which is why labs will nottrade inference speed forcheaper memory even though… DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. — tap to centre the map on it Building capacity at massivescale on a single hardwaregeneration is the trap; pacingmatters more than gigawatts. SN Satya Nadella — holds since 2025-11-12 — tap for who they are Same subject: The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more. — tap to centre the map on it The memory crunch will makeordinary phones and computersworse year on year, and thatis why the public will come to… DP Dylan Patel — holds since 2026-03-13 — tap for who they are
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At the centre Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. Holds Dylan Patel Read this korrent →