Comment by Jean-Papoulos
4 days ago
>it is producing a chip that, for the first time, recovers energy used in an arithmetic circuit. The next chip, projected to hit the market in 2027, will be an energy-saving processor specialized for AI inference. The 4,000x energy-efficiency improvement is on Vaire’s road map but probably 10 or 15 years out.
How I wish I could place bets on this never happening.
>In the following years, Vaire plans to design the first reversible chip specialized for AI inference.
These guys are cashing in on AI hype. Watch them raise VC money, give themselves 6 figures salaries and file for bankruptcy in 3 years.
You are exactly correct - the combination of deep belief in the ability to obtain quick riches by investing in the "next big thing" aligned with a large gap of knowledge between reality and hype, all mixed into a milieu of in-group speak and customs always leads to the proliferation of the con. It's the next "Long Blockchain Corp!"
It's also how proliferation of advances happen. Nothing advances unless someone tries it, and trying it costs money.
4000x cost saving would bring operation costs for compute down close to zero, meaning marginal costs for data centers would go down as well, meaning data centers would buy a shit ton of these chips. Think the valuation of Nvidia x 1000 I still think the technical challange is too big, but it's high reward for early investors.
This is insanity - "compute" is a tiny fraction of energy usage compared to memory, data storage, and data retrieval.