41–50 of 496 posts
>designed for initial deployment by the end of 2026 and expanding in the years ahead, So after the IPO and will be featured heavily in the IPO sales brochure as a future promise? I'm sceptical over any pre-IPO announcements.
We’ve entered the “if you care about software, build hardware” phase of AI
We’ve entered the “if you care about software, build hardware” phase of AI
We’ve entered the “if you care about software, build hardware” phase of AI
Earlier quoted context omitted.
I recently put 2+2 together. Broadcom has become wealthy by being Google's TPU hardware partner, including sharing their TSMC capacity with Google, and evidently now they are doing the same thing with OpenAI. What a brilliant way to take advantage of the AI gold rush! I wish they weren't using their piles of money to extort money out of the software industry like they are with VMWare and Bitnami.
> Broadcom has become wealthy by being Google's TPU hardware partner... Kinda, but not exactly. Broadcom cornered the enterprise infra and security market in the late 2010s and early 2020s after acquiring CA Technologies, BMC (EDIT: Did NOT acquire them, they were considering it back in 2018 but decided against it and KKR ended up acquiring them), Symantec (which they bought instead of BMC), and VMWare and were able…
Earlier quoted context omitted.
I recently put 2+2 together. Broadcom has become wealthy by being Google's TPU hardware partner, including sharing their TSMC capacity with Google, and evidently now they are doing the same thing with OpenAI. What a brilliant way to take advantage of the AI gold rush! I wish they weren't using their piles of money to extort money out of the software industry like they are with VMWare and Bitnami.
> Broadcom has become wealthy by being Google's TPU hardware partner... Kinda, but not exactly. Broadcom cornered the enterprise infra and security market in the late 2010s and early 2020s after acquiring CA Technologies, BMC (EDIT: Did NOT acquire them, they were considering it back in 2018 but decided against it and KKR ended up acquiring them), Symantec (which they bought instead of BMC), and VMWare and were able…
> From personal experience, executives and leadership who started off in the electronics and hardware industry are much more vicious and cutthroat than their peers who started in software.
Only The Paranoid Survive is quite a name for a management book. It implies surviving in the world you are speaking about.
[0] https://www.goodreads.com/book/show/66863.Only_the_Paranoid_...
Pretty huge move. Google and their TPUs are looking infinitely more prescient as I think they are on their 7th generation, along with the offshoots it inspired like the LPU and even others, perhaps like Cerebras and their Wafer Scale Engine. However, based off first impressions, it seems like this is meant for inference side, and not training, which is also an interesting choice.
> early testing shows that Jalapeño will deliver performance per watt substantially better than current state-of-the-art We're starting to see what really matters here, and though this is hand wavy the TPU makes similar claims. I think googles memo about having no moat still stands (see: https://newsletter.semianalysis.com/p/google-we-have-no-moat... if you are unaware). It kind of makes sense that all of this is loo…
We’ve entered the “if you care about software, build hardware” phase of AI
I have been eyeing what Taalas is doing [1] by making pure hardware models. The speed is absurd. [1] https://taalas.com/products/