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Phones are already getting NPUs / TPUs / Neural Engines / whatever fancy marketing term they can come up with.

I think software optimizations are going to heavily impact gpu/ai-accelerator demand. It feels like we’re leaving the ‘brute force’ make it work era and entering the ‘make it work on my phone without killing battery life” era. I wouldn’t be shocked if within a few years there just isn’t the need for custom hardware at all.

Some phones have TPUs on them today...