I think hardware like this is the future for LLM-providers once we reach a point where the models aren't advancing much any more. You could argue we're close now.

The hyperscalers like AWS will made great use of these to serve up models that will be relevant for several years. But right now, we're still seeing significant bumps in model quality every couple of months - especially with open-weight models like Deepseek/Kimi/GLM.

Until that point, though, I don't see how this is ever going to be cost effective vs general purpose hardware.

I also think we'll see miniature versions of this baked into mobile hardware for super fast and efficient on-device LLMs.