Are giant AI chips the future of AI hardware?

New types of AI chips that adopt different ways of organizing memory, compute and networking could reshape the way leading enterprises design and deploy AI algorithms. At least one vendor, Cerebras Systems, has begun testing a single chip about the size of an iPad that moves data around thousands of times faster than existing AI chips. This could open opportunities for developers to experiment with new kinds of AI algorithms. "This is a massive market opportunity and I see a complete rethink of computer architecture in progress," said Ashmeet Sidana, chief engineer at Engineering Capital, a VC firm. The rethink is long overdue, Sidana noted.