>"While the tech is blazing fast, if you hadn’t already figured it out, it comes with a pretty substantial downside. Once the chips are deployed you’re stuck with that model. Any change bigger than something like a LoRA adapter is going to require a re-spin of the chips, which is not only expensive but time-consuming."

That is a downside to be sure, but from a pure business perspective, "that's not a bug -- it's a feature!"... from a pure business perspective it's the ability to sell and resell, to purchasing and re-purchasing customers, way into the future -- that is, recurring revenue from the perspective of the company being able to make those future recurring sales...

In the above case, that company is AMD...

(Also, on a related note, it would be interesting to see what open source / open hardware work has currently been done to offload LLM weights (and/or anything else that could be offloaded to silicon ASIC's) to FPGA's...)