https://fisherdaddy.com/tags/ai%E8%8A%AF%E7%89%87/ Recent content in AI芯片 on FisherAI https://fisherdaddy.com/images/papermod-cover.png https://fisherdaddy.com/images/papermod-cover.png Hugo -- 0.125.7 en Tue, 05 May 2026 10:02:00 +0800 https://fisherdaddy.com/posts/reiner-pope-ai-chips-inference-economics/ Tue, 05 May 2026 10:02:00 +0800 https://fisherdaddy.com/posts/reiner-pope-ai-chips-inference-economics/ MatX CEO、前 Google TPU 架构师 Reiner Pope 从批大小、KV cache、MoE、scale-up 网络和内存墙出发，解释了大模型推理价格、延迟、长上下文、稀疏模型与训练/推理经济学背后的硬约束。