People are not talking enough how huge this is for robotics and IoT. Current robotics arhitectures are limited by tok/sec. How cares if its not a Fable model?
With AI models like Mixture of Experts, many of those experts will be the real target here, as polished, refined and little to no change, they become fine candidates for being locked into silicon. Who knows, add some SRAM in there and small changes to those experts could be carried out without needing new silicon.
Maybe AI models may become reduced to a collection of tiles you add to a chips one day, maybe sooner for some areas as you say, motor control for balance, vision systems, speach recognition systems etc, broken down, for robotoics, much is already there and just cost of battery/power holding much back.
Is it still true? I'd assume you should be able to freeze the matrix and unfreeze an expert block, before feeding particularly chosen training data. Or that doesn't work?
This move undercuts NVIDIA directly.