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A comment on AI is now capable of developing its own inference hardware. Parent comment

Re:AI is now capable of developing its own inference hardware by skeskinen on Tuesday October 06, 2026 @12:56PM (#49981134)
Lead times are so long that there is a lot of risk the chips would be obsolete by the time they come out.

Also, it's hard to get fab capacity for any project. Let alone something so experimental.

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Re:AI is now capable of developing its own inference hardware by jcims on Tuesday October 06, 2026 @12:59PM (#49981164)
Addressing these issues seems to a major driver behind the design of terrafab.
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Re:AI is now capable of developing its own inference hardware by LoganDark on Tuesday October 06, 2026 @01:50PM (#49981803)
Terrafab is just going to have their entire capacity bought out. Genuinely. Demand will increase to exceed supply no matter how high supply is right now.
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