AI Chip Stocks Poised For A Big Week After Inflation Data And Fed Bets
What's happening
AMD is acquiring AI inference chip startup Taalas, a company that builds model-specific integrated circuits aimed at enterprise inference workloads. Early demos reportedly show those model-specific chips producing as many as 17,000 tokens per second. Coverage frames the deal as AMD moving to boost inference performance by etching models into silicon and to further support rapidly growing AI inference market demand.
Why it's trending
This is rising because AMD's deal for Taalas underscores a bigger industry move toward model-specific silicon just as markets react to inflation data and shifting Fed expectations.
SignalHolding at its usual pace, confirmed across 3 independent source types.
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Buying Taalas is AMD admitting general-purpose GPUs won't win the inference war, and that model-specific ASICs like Taalas' 17,000-tokens-per-second chips are where the margins will be made.
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Original sources28
- AI Chip Stocks Poised For A Big Week After Inflation Data And Fed Betssimplywall.stAug 10
- AMD Acquires Taalas to Advance Compute Solutions for Rapidly Growing AI Inference Market
Press My earlier prediction that Tesla would buy them completely missed the mark. With AMD focusing heavily on the enterprise side, the idea of consumer-facing hot-swappable AI model chips looks pretty much dead. Fast forward ten years, you might find used model blade cards on eBay, except a full model's weights will be split across them, so it'll take multiple blades chained together just to make
r/LocalLLaMAAug 7 - AMD acquires Taalas to boost inference performance by etching models in siliconHackerNewsAug 6
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