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Tensil founder here. We're a little different from the other ASIC companies because we specialize our chips to individual model architectures on demand. Our value prop is that our chips are smaller and cheaper than high end GPUs while offering the same or better performance on the model you care about.

This is compelling to a lot of hardware companies, where they often have 1 model that represents >50% of their compute workload. Making a Tensil ASIC for that model becomes much cheaper than GPUs at scales of 1000 chips or more.

I'm happy to talk in more detail if this interests you! [e-mail]