[kmacdough]

With a striking lack of numbers, I'm not confident. I my experience, everything underspecified in a marketing release is unflattering. They're also not a chip designing company, but they're probably trying to keep up on the eyes of investors. As the article mentions, several of their competitors are chip designers and already have working procuction inference chips.

[SwellJoe]

When you have a few billion dollars you can hire chip people and partner with a chip company.

That's not to say I expect they'll ship something competitive with Google's custom AI hardware on the first go, since Google has been at it for quite a while, but there's very few technical problems large sums of money won't solve.

[IX-103]

Yeah, I'm not sure how competitive it is without any specs. Just from it being "inference only" that puts it on the same level as Google's 2015 TPUv1.