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English(EN) 100% of AI chip startups have slides/“simulated performance data” showing that their chip is way better, but 99% of custom ASICs fail. Why? The MATH isn’t MATH

AI 芯片初创公司因夸大性能和低估软件挑战而失败

相当一部分 AI 芯片初创公司在演示中展示了夸大的性能数据,导致定制 ASIC 的失败率很高。核心问题不在于硬件设计,而在于开发有效软件的难度,而这常常被这些公司所忽视。这种过分强调模拟硬件性能而非强大软件能力的做法导致了 AI 芯片初创公司的普遍失败。 AI

影响 强调了软件开发在 AI 芯片初创公司成功中比硬件模拟更关键的作用。

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AI 芯片初创公司因夸大性能和低估软件挑战而失败

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  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    100% of AI chip startups have slides/“simulated performance data” showing that their chip is way better, but 99% of custom ASICs fail. Why? The MATH isn’t MATH

    100% of AI chip startups have slides/“simulated performance data” showing that their chip is way better, but 99% of custom ASICs fail. Why? The MATH isn’t MATH until you realize that AI chips are about Software. It is relatively easy to build a chip and put numbers onto slides;