If the crypto wave was any indication, llm asics will gain popularity as general purpose devices like Nvidia gpus get phased out.<p>I'm hoping the rise of Asics leads to hardware agnostic representations of ML models, or at least seamless conversion from Cuda to other target hardware.<p>With LLMs standardizing around known instructions, I'm bullish about this family of hardware. Now, they may just get acquired given the infinite money Nvidia has. But, I see their IP being valuable by itself.<p>I've used Groq, and it's been one of my few 'oh wow' moments of the recent llm cycle.