Ben Pouladian(@benitoz):Hot Chips. Day 2. Another hot day 🔥🌶️ Monday they sold factories. Tuesday OpenAI walked in with one. Nine months. RTL to tapeout. ChatGPT is already running on it. 1,459 tokens a second. GB200 did 535. At half the watts. NVIDIA named the factory OS. 200 versus 7,200. Cerebras said 30x. Google stuffed 9,600 chips in a pod. I called this the Agentic CPU in March. They stopped selling chips. They sell factories.

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

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Ben Pouladian@benitoz

2026.08.26 01:42

Hot Chips. Day 2. Another hot day 🔥🌶️ Monday they sold factories. Tuesday OpenAI walked in with one. Nine months. RTL to tapeout. ChatGPT is already running on it. 1,459 tokens a second. GB200 did 535. At half the watts. NVIDIA named the factory OS. 200 versus 7,200. Cerebras said 30x. Google stuffed 9,600 chips in a pod. I called this the Agentic CPU in March. They stopped selling chips. They sell factories.

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