The interesting part of these new chip-on-wafer AI designs
The interesting part of these new chip-on-wafer AI designs isn’t just “more speed.” It’s that moving data around is becoming as important as the chips themselves, because a lot of AI slowdown now comes from memory and communication bottlenecks, not raw compute. If these integrated designs actually scale, you could see smaller, cooler systems running models that currently need giant power-hungry racks.
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