This feels a decade late. I don't really see the value prop for customers in 2026 (or realistically, 2030+). Let's say I'm willing to rewrite all my software to a language that compiles down into interaction nets. Why don't I use HVM2 instead and buy GPUs from Nvidia? If I just want to use an exotic architecture, AMD is shipping dataflow processors at scale today, and they'll license related IP. And if I just want a massively parallel architecture to run my existing ML code on, I could just rent google cloud TPUs instead.
Who's the customer that wants an exotic architecture on an old process node running a custom programming language half a decade from now?
Who's the customer that wants an exotic architecture on an old process node running a custom programming language half a decade from now?