Which makes me wonder if Nvidia is doing anything with LLMs too?
But it is an issue that their chips are hardly optimized for LLMs.
StableDiffusion plus a whole chain of imagenets can make any visual imagery imaginable in 2GB of RAM. Meanwhile 2GB of RAM barely runs a basic tiny text completion NN that can't do anything intelligent. Text requires a lot more parameters (and more memory/RAM) than images.
Honestly, all the AI ASIC makers drastically underestimated the RAM requirements of future models. Graphcore's 4GB and Tenstorrent's 8GB per IC is kinda laughable, and it takes them longer to adjust than Nvidia. And Cerebras' original pitch was "fit the entire model into SRAM!"