alt Hacker NewsI'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.
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Considering the rate of model development and rail hopping, seems like baking models into silicon is speed-running obsolescence.
You need to find customers for several-generations-ago models before this makes any sense. AMD is a lot more incentivized to look than mr vanilla llm is
ASICs is what took over Bitcoin mining, cheaper in all ways, and lasts longer than Nvidia GPUs for inference.
Isn’t that kind of useless for the stock? It sounds complicated, unlike having number of CPUs go up.
It’s like talking about anything else than Megapixels when everyone was convinced that megapixels must go up in certain periods of the smartphone boom.
Apparently Anthropic is moving that way: https://arstechnica.com/ai/2026/08/anthropic-confirms-plans-...
I’m surprised Nvidia hasn’t partnered to make a Claude chip yet. It’s a win/win you can license them out, sell them when they become obsolete, etc.
A model can't be updated, and a chip that is only relevant for 6 months at max?
Because Openai and anthropic are not hardware companies. They outsource that to Broadcom and AWS' Annapurna labs.
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.
It googles models suck
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.