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AMD Buys Taalas: When the Model Becomes the Chip, Inference Economics Get Rewritten
AMD's acquisition of Taalas pushes model-hardware convergence to its logical extreme: etching model structures directly into silicon for inference gains, the mirror image of the full-stack frontier lab. The open question is what happens to iteration speed, and to NVIDIA's moat, when open-weight models make specific architectures worth hardwiring.