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Memory now accounts for 63% of AI accelerator costs, up from 52% in early 2024, shifting industry priorities toward data movement optimization over process shrinks.
The article discusses the end of free performance gains from CPU speed increases due to physical limits, and emphasizes the fundamental shift in software development towards concurrency with the rise of multicore processors.
A prediction that high-end consumer hardware may achieve Mythos-class AI capability within roughly two years, based on current trends.
A venture capital firm's perspective on the current state and future direction of the AI hardware market.
Redis creator @antirez predicts that the full impact of llama.cpp will materialize as computer RAM increases, AI models improve, and China continues releasing open-weight models.