Dylan Patel
@dylan522p
SemiAnalysis
AI Infrastructure Research and Consulting
DMs are open for consulting, quotes, or to talk shop,
Opinions my own
Joined April 2018
1.1K Following 171.8K Followers
Long live the short king
We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6).
This was the only way to get enough volume for Optimus production and greatly reduces cost.
As it turns out, we think this will have a negligible effect on Optimus performance, as memory bandwidth is a bigger limiting factor than total memory storage (bandwidth was held constant).
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