and talking about this now seems like another desperate attempt at generating hype.
and talking about this now seems like another desperate attempt at generating hype.
But from the sounds of it this chip goes beyond that. It sounds like some kind of RAM/GPU hybrid with matrix-specific instructions specifically targeting NN inference for Tesla's specific style of NNs, which as a first guess I take to mean "lots and lots of layers."
In the call they mentioned increasing their investment in the chip team and technology, which is a sign that they're confident it's going to pay off.
By limiting the context of use, specialized hardware can perform better than CPU/GPU. I think his thinking relates strongly to ASIC crypto mining hardware https://en.bitcoin.it/wiki/ASIC .
"bare metal" is just a shorthand for the level of access to hardware that does not require a kernel/OS.