The New Entry Barrier Set by Vertical Integration: Now You Must Make Your Own Chips(techcrunch.com)
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- OpenAI and Broadcom completed tape-out of their first inference-only chip Jalapeño within nine months of design.
- Following Google's TPU and Amazon's Trainium, AI companies are solidifying the trend of going from models down to silicon.
- Actual deployment and cost advantages are yet unconfirmed, and training still depends on external GPUs.
- Nonetheless, startups feel the pressure first.
- Prepare structures in advance to avoid being subject to the pricing and policies of model operators.
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