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AI models change in days whereas chips take 2 years to build. As we start to use AI to design the hardware itself, that gap will close and custom silicon wins.
Jeff Dean says he's bullish on specialized hardware because a handful of workloads will be a lot of the world's compute "I'm pretty bullish on more and more specialized hardware, because I think that's the way you really get much more efficient systems." "And we now have workloads where there's like a handful of workloads that are going to be a lot of the compute in the world." "And so if you think about that, that is crying out for specialization." "The problem with specialization is if what you want to do changes in the future, then the thing you've lovingly crafted in hardware for maybe two years is no longer perhaps as relevant."