芯片版OpenRouter：百亿美元机会

芯片版OpenRouter，可能是个百亿美元机会。 Nvidia锁住推理客户的，不只是性能，更是迁移到AMD、Cerebras等芯片的适配成本。前沿模型有望自动转换工作负载，让硬件重新按性能竞争。 ...

芯片版OpenRouter，可能是个百亿美元机会。 Nvidia锁住推理客户的，不只是性能，更是迁移到AMD、Cerebras等芯片的适配成本。前沿模型有望自动转换工作负载，让硬件重新按性能竞争。 两条路线：开源，成为大型Neocloud的收购标的；或保持私有，自建多芯片云。 x.com/LukePiette/sta… Luke Piette - run/pod @LukePiette Open router for chips is a $10B+ company waiting to be built Nobody moves custom inference workloads off Nvidia because porting to AMD, Cerebras, Etched, etc. is painful But with frontier models now you could build a pipeline for translating workloads from one chip to another When that starts happening reliably there there will be a rise of multi-chip neoclouds. Neoclouds won’t buy non-Nvidia chips today because developers don’t use them. That will change once you eliminate the code compatibility problem and performance is the driving factor If you build it, the play is either open source it from day 1 and become a strategic acquisition target for a big neocloud, or keep it private and build your own cloud, becoming the de facto multi-chip provider 🔗 View Quoted Tweet 💬 1 🔄 0 ❤️ 1 👀 1251 📊 1 ⚡