Everyone in AI is trying to make software smarter. We said: make the chip bigger. Literally. Our chip is the size of a dinner plate. That's not a metaphor.
NVIDIA has the market. We have the physics. A single wafer-scale chip replaces thousands of GPUs. The math works. It just takes time for the market to catch up.
Moore's Law said chips get smaller. We said: what if they get bigger? Everyone laughed. Then they saw the benchmark results.
We built a chip with 2.6 trillion transistors. The next largest has 80 billion. We're not incrementally better. We're architecturally different.
The AI boom created a GPU shortage. Every company is begging NVIDIA for chips. We offer an alternative. That's either terrible timing or perfect timing — depends on who you ask.
I don't come from chip design. I come from building companies. The chip designers told me a wafer-scale chip was impossible. I asked why. Nobody had a good answer.