Comment by KaiserPro

Thats great but this is like when 3g came out. Sure it was the future, but it was half baked, impersonal, expensive, unreliable and required a culture shift to be adopted.

Onboard decent LLM performance thats _power efficient_ is at least two/three hardware generations away. (assuming linear performance)

but, the valuations, with debt trade and private credit obscuring exposure is a recipe for disaster.