In the coming days, we'll be making another announcement but I wanted to first share a video we did recently. At LightOn, we don't build photonic computing hardware because it's fancy or cool (even though, it is cool) but because computing hardware is hitting the limits. I know what some say about Moore's law not being dead but the recent focus on Transformers and their attendant scaling laws makes it obvious that in order for more people to have access to these models, we need a new computing paradigm. Indeed not everyone can afford to spend a billion dollars in training these models. As Azeem was recently pointing out in one of his newsletters, this is how bad things will become:
The amazing thing is that we can start to compare the cost of training single AI models with the cost of building the physical fabs that make chips. TSMC’s state-of-the-art 3nm fab will run to around $20bn when it is completed in two years. A fab like this may be competitive for 5-7 years, which means it’ll need to churn out $7-8m worth of chips every day before it pays back.
And so at LightOn, we think that a combination of algorithms and (cool) hardware as the only pathway forward for computing large-scale AI. The video is right here, enjoy!
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