prediction claim
Under the hardware-lottery dynamic, future workloads will be trained on HBM-based GPUs or XPUs.
Walter Goodwin · Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile · 2 Oct 2026
In their words
The transcript segments this claim was taken from
“that is both exceptionally good at the kind of gamut of workloads that are coming down the pipe under this idea of the kind of hardware lottery where these will be trained on HBM-based GPUs or XPUs.”28:43Report a misattribution
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