[liuliu]

This is a common misunderstanding from industry observers (not industry practitioners). Each generation of (NVIDIA) GPU is an ASIC with different ISA etc. Bitcoin mining simply was not important enough (last year, only $23B Bitcoin mined in total (at $100,000 per)). There is amped incentive to implement every possible instructions useful into GPU (without worrying about backward compatibility, thanks to PTX).

ASIC transformers won't happen (defined as a chip with single instruction to do sdpa from anything that is not broadly marketed as GPU, and won't have annualized sale more than $3B). Mark my word. I am happy to take a bet on longbets.org with anyone on this for $1000 and my part will go to PSF.

[dnautics]

I don't know if they'll reach $3B, but at least one company is using FPGA transformers (that perform well) to get revenue in before going to ASIC transformers:

https://www.positron.ai/