Tenstorrent is on fire, though. For small businesses this is what matters. If 10M context is not a scam, I think we'll see SmartNIC adoption real soon. I would literally long AMD now because their Xilinx people are probably going to own the space real soon. Infiniband is cool and all, but it's also stupid and their scale-out strategy is non-existent. This is why https://github.com/deepseek-ai/3FS came out but of course nobody had figured it out because they still think LLM's is like, chatbots, or something. I think we're getting to a point where it's a scheduling problem, basically. So you get like like lots of GDDR6 (HBM doesnn't matter anymore) as L0, DDR5 as L1, and NVMe-oF is L2. Most of the time the agents will be running the code anyway...
This is also why Google never really subscribed to "function calling" apis