this post was submitted on 03 May 2024
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I think the plausibility comes from the fact that a specialized AI chip could theoretically outperform a general purpose chip by several orders of magnitude, at least for inference. And I don't even think it would be difficult to convert a NN design into a chip or that it would need to be made on a bleeding edge node to get that much more performance. The trade off would be that it can only do a single NN (or any NNs that single one could be adjusted to behave identically to, eg to remove a node you could just adjust the weights so that it never triggers).
So I'd say it's more accurate to put it as "the easiest/cheapest way to do an AI device is to use a standard SoC", but the best way would be to design a custom chip for it.
They're not a chip ~~manufacturer~~ designer though, and modern phone processors are already fast enough to do near real time text generation and fast image generation (20 tokens/second llama 2, ~1 second for a distilled SD 1.5, on Snapdragon 8 Gen 3)
Unfortunately, the cheapest phones with that processor seem about $650, and the Rabbit R1 costs $200 and uses a MediaTek Helio P35 from late 2018.
Neither AMD nor nVidia are chip manufacturers. They just design them and send them off to TSMC or Samsung to get made.