Artificial Intelligence applications are driving the design of new silicon architectures. Software is eating the word, that is a known fact. What it is news is the fact that AI software is creating the need for new custom more power efficient architectures that go beyond Kepler/Pascal/you-name-it GPU architectures:
What’s changed is a growing belief among some investors that AI could be a unique opportunity to create significant new semiconductor companies. Venture capitalists have invested $113 million in AI-focused chip startups this year—almost three times as much as in all of 2015, according to data from PitchBook, a service that tracks private company transactions.