The 1 ternary bit models only compress the weights. You still add and subtract using bfloat16 for better accuracy. Dedicated silicon is mostly a waste, because you are only processing two operations per parameter during inference. Loading the parameters from slow DDR, GDDR or HBM memory is the bottleneck in practice and the only solution is PIM. I was honestly disappointed by Nvidia's Blackwell since it is just barely competitive with GDDR PIM.