The article also highlights the importance of scale in AI development, with companies spending billions to continue scaling their AI models. It argues that GPUs are hitting a performance wall and that the only way to improve performance is through specialization. The article concludes by stating that if their predictions are correct, Sohu could revolutionize the AI industry by making AI models 20 times faster and cheaper.
Key takeaways:
- The article discusses the development of Sohu, the world's first specialized chip (ASIC) for transformers, which is significantly faster and cheaper than NVIDIA's next-generation GPUs.
- The article emphasizes the importance of scale in AI models, stating that by feeding AI models more compute and better data, they get smarter. It also highlights the huge investments being made by large AI companies to continue scaling.
- The article explains that due to the slowing of Moore's law, the only way to improve performance is to specialize, leading to the development of specialized chips like Sohu.
- The article concludes by stating that if their predictions are correct, Sohu will revolutionize the world by making AI models 20x faster and cheaper, enabling real-time video, calls, agents, and search.