Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch

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https://www.tomshardware.com/tech-industry/artificial-intelligence/anthropic-in-early-talks-to-buy-inference-chips-from-uk-startup-fractile

The Claude developer is exploring a fourth chip supplier alongside Nvidia, Google, and Amazon.

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Anything that reduces the footprint of LLM’s is welcome, however…

  • making LLM compute cheaper in datacentres won’t mean lower total power/cooling/space/water consumption, like adding lanes and traffic, it will just mean more usage as it gets cheaper (and a short-term bump in margins for the LLM owners)
  • these are still highly dedicated chips that are always going to be bound up in the mega-scale datacentre deployments
    • what happens if there is a paradigm shift in the exact compute architecture? Loads of junk servers and no applications able to make use of such a glut
    • these do nothing to push LLMs out of the datacenter and into non-corporate hands, which is the only spot where we might see fewer privacy concerns, less corporate control etc

If we’re stuck with the current compute/corporate paradigms, at least alternatives nibling at the unhealthy dominance of nVidia and the cloud giants is some small benefit.


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