Live data from Hacker News

AMD acquires Taalas to boost inference performance by etching models in silicon

theregister.com

71–80 of 712 posts

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#71

I'm surprised neither OpenAI nor Anthropic made this move first. The Chinese open weight models are pulling ahead and commoditizing their value proposition. Baking models onto silicon would've been the next logical move to get a moat. Google is already doing this and has an experimental project on top of already having TPUs and cramming their quantized flash onto individual TPUs for inference.

It googles models suck

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#72
post #60

I'm surprised neither OpenAI nor Anthropic made this move first. The Chinese open weight models are pulling ahead and commoditizing their value proposition. Baking models onto silicon would've been the next logical move to get a moat. Google is already doing this and has an experimental project on top of already having TPUs and cramming their quantized flash onto individual TPUs for inference.

Considering the rate of model development and rail hopping, seems like baking models into silicon is speed-running obsolescence.

I could see this making sense when model development start to settle down ... it's going to settle down, right? ...

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#73
post #10
post #9

so qwen3.x-27b on hardware? or better deepseek-v4-flash on hardware .

I wrote them an email asking for PrismML Bonsai 27b Ternary which is like 6b or something crazy small and would be a lot easier for them to do initially.

They were specializing their forthcoming system on 4-bit FP - which I understand is a structural decision.

Bonsai Ternary (1.7bits/weight) is a compromise, compromise that has to make sense in the context - efficient when translated into transistors.

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#74

I'm surprised neither OpenAI nor Anthropic made this move first. The Chinese open weight models are pulling ahead and commoditizing their value proposition. Baking models onto silicon would've been the next logical move to get a moat. Google is already doing this and has an experimental project on top of already having TPUs and cramming their quantized flash onto individual TPUs for inference.

Personally I think Apple should have acquired them. if you could burn a gemma4 class model into an iphone and actually get extremely low latency and low battery usage it would feel like the future IMO. even if it means you wont get frontier intelligence, there might actually be incentive to buy a new mobile device every year again.

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#75
post #69

Imagine the size of chip needed to 'etch' something like Qwen 3.6 27B in size.

Interesting thought, because it's a yield question. How tolerant are models today to a few broken weights. If tolerant, they could churn out many cheaper chips, some perhaps with slight abnormal tendencies ;)

I wonder if you had a few percent of problems in the yield, if it would be functionally equivalent to the difference between a unsloth-published Q6 standard size GGUF vs. the nearly perfect precision of an unsloth Q8-K-XL. Or more like Q4 vs Q8 where a lot is lost.

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#76
post #52

Can anyone comment on the economics and likely turnaround times of this process, when it’s more mature? Would it be realistic for a frontier lab to deploy this or would the turnaround time mean the model is always too out of date? Assuming the weights and architecture are eventually stable, how much cheaper would this end up being?

There are always uses for outdated models. Claude Code is still using haiku 4.5 from ages ago for explore subagents for instance. Not to mention production uses like customer service that only need to be "good enough"

Just looked this up, no longer true. Explore subagents inherit whatever model the parent is. And you can of course make other subagent configs.

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#77

I'm surprised neither OpenAI nor Anthropic made this move first. The Chinese open weight models are pulling ahead and commoditizing their value proposition. Baking models onto silicon would've been the next logical move to get a moat. Google is already doing this and has an experimental project on top of already having TPUs and cramming their quantized flash onto individual TPUs for inference.

It's a terrible moat. You etch the silicon then nobody wants to run it in 6 months because models have advanced that much further.

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#78
post #68
post #60

Earlier quoted context omitted.

Considering the rate of model development and rail hopping, seems like baking models into silicon is speed-running obsolescence.

Not sure. You can fix the transistors but leave the connections between them open for flexibility, so you only need to change the manufacturing process for the upper masks for every new model.

Or do a hybrid

Re: AMD acquires Taalas to boost inference performance by etching models in silicon

#80

Earlier quoted context omitted.

Llama 3.1 8B model

So this demo is around 90 times faster than typical speeds for the same model at openrouter, and around 30 times faster than the absolute fastest option available (Groq).

im assuming energy expenditure is substantially lower as well
Post reply on HN