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K
Synopsis
Founded in 2024 by Ram Anant, Vikram Gakhar, Preetam Tadeparthy and Dattatreya Suryanarayana, along with Harsha S. B and...
Feb 17, 2026
K
Two thoughts on this -
first off, it's not guaranteed that models will keep growing in ACTIVE size. MoE actually substantially shrunk...
Feb 17, 2026
The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google...
Feb 17, 2026
K
I agree with you on this - they have their own approach to MoE, that fits their hardware. But I asked the second question because there...
Feb 17, 2026
S
https://asia.nikkei.com/opinion/xi-s-anti-corruption-drive-has-removed-the-pla-s-safety-valve
Feb 17, 2026
I
I think I finally found what I'm looking for regarding how Cerebras does scale-out in processing flow terms...
Feb 17, 2026
I
I do understand the big differences in architecture and how Cerebras claim to avoid scaling problems with increasingly large AI models...
Feb 17, 2026
M
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Feb 17, 2026
K
Great analysis, far better than I could have done... :-)
I agree that multi-WSE scaling being close to linear with number of WSE (with...
Feb 17, 2026
E
Fire horse is a wild turbulent year
Feb 17, 2026
S
The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google...
Feb 17, 2026
S
You and me both, lol!!
Feb 17, 2026
I
Great analysis, far better than I could have done... :-)
I agree that multi-WSE scaling being close to linear with number of WSE (with...
Feb 17, 2026
P
Much more like Kavalan than JD.
TW semi community is very bullish on established technologies in general because razed fields open new...
Feb 16, 2026
Like.
Synopsis Founded in 2024 by Ram Anant, Vikram Gakhar, Preetam Tadeparthy and Dattatreya Suryanarayana, along with Harsha S. B and...
Xebec reacted to Daniel Nenni's post in the thread 2025 Semiconductor Revenue Up 25.5% due to Price Gouging! with
Haha.
You and me both, lol!!