asics vs gpus was never the final

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id: asics-vs-gpus-was-never-the-final title: ASICs vs. GPUs was never the final boss. The grid is. tags: [llm, security] category: local-inference-mlx published: 2026-04-11 created: 2026-04-11 updated: 2026-04-11 freshness: fresh source_file: asics-vs-gpus-never-final-boss-grid-nicolas-cravino-7s2ye.md

ASICs vs. GPUs was never the final boss. The grid is.

Summary

Published on 2025-12-15 01:22 (Follow-up to: “Will ASICs Dethrone GPUs for LLM Inference?” - July 12, 2024) December 13, 2025 In July 2024, I asked a provocative question: Will ASICs dethrone GPUs for LLM infer

Key claims

• ASICs vs. GPUs was never the final boss. The grid is. [^src:articles-published §asics-vs-gpus-was-never-the-final]
• The original formula: Model + Weights + Compute. [^src:articles-published §asics-vs-gpus-was-never-the-final]
• The 2025 update: “Fine. We’ll build the compute too.”. [^src:articles-published §asics-vs-gpus-was-never-the-final]
• When you own the compute, the “third party” becomes energy. [^src:articles-published §asics-vs-gpus-was-never-the-final]

Related

• articles-timeline
• local-inference-mlx

Sources