Flipping the Inference Stack — Robert Wachen, Etched

The current AI inference stack, reliant on general-purpose GPUs, is economically and technically unsustainable for real-time AI at scale. AI hardware expert Robert Wachen argues that the future is specialized hardware, like Transformer-specific ASICs, which can unlock currently bottlenecked applications such as real-time video, code generation, and large-scale enterprise deployments by solving critical latency and cost-per-user challenges.