Is this the chatjimmy asic approach with a bigger model?
Not as flexible as Cerebras though. And I'd love for someone who knows more to clue me in to the truth.
But in exchange, you get insane speed and great energy efficiency. I could see it being a great approach for basic "good enough" models.
They may have had a little flexibility by supporting finetuning via LoRAs.
But also, the model weights are in a single mask rom layer, high up in the metal stack. They could manufacture the die specialized for a given geometry of a model up to that layer, wait for updated weights, and then get the final product out in weeks after they got the weights, instead of many months which is what it would take to redesign the whole chip for the new weights.