moondistance

The root issue is a lack of honour in the world today.

How does this compare with Exowatt? Assume fresnel lenses are more efficient.

Yes, big time, but there continues to be lots of progress.

Most importantly, models are maturing, and this means less custom optimization is required.

(this is also why AMD popped 10% at open yesterday - this is a new development and talks from their 2025 "Advancing AI" event were published late last week + over the weekend)

Yes, for many applications.

Meta, OpenAI, Crusoe, and xAI recently announced large purchases of MI300 chips for inference.

MI400, which will be available next year, also looks to be at least on par with Nvidia's roadmap.

This is from 2020.