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I am unclear of the article's target.

Your article implies we are reading about HW manufacturers that have prioritization & work load issues, but then you mention Apple, AWS, et al. These HW designs are all directed work to the HW manufacturer. There is no concerns of prioritization, or work load. They get paid handsomely for making the right choices.

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It is a not so hidden message to industry about what Equinix is doing in the cloud server space.

Does anyone have insight on what implications follow from Jim Keller's Tenstorrent graph processing chip? He speculates the future may have a $5 add-on chip to a child's toy which will have more intelligence than a human on #162 Lex Fridman Podcast. I get how the single threaded raster pixel gpu architecture is less evolved than a graph processor.

I saw that, his comment was more around what the future could look like in 20-30 years. I don't think he was talking about their next product. Think Sturgeon and PKD vantage points and timelines.

https://en.wikipedia.org/wiki/Explicit_data_graph_execution

And now I have fallen back down the Epiphany [1] rabbit hole. The main thing that graph processors get you is being able to avoid the von Neumann Bottleneck [2]

[1] https://en.wikipedia.org/wiki/Adapteva

[2] https://en.wikipedia.org/wiki/Von_Neumann_architecture

On the "intellectual bottleneck", perhaps we will see exponential improvement in the next 10 years now that aesthetes in the political realm see the value in a TSMC.

The EU has a draft paper out for 2030.