The 2 designs I'm thinking of are (tiresomely) under NDA, although I'm sure others will be able to say what they are. Last November I had a sample of one of them in my hand and played with the silicon at their labs, running a bunch of AI workloads. They didn't let me take notes or photographs.

> There's no one that expects it'll be hard to optimize for

No one who is an expert in the field, and we (at Red Hat) talk to them routinely.