The Semiconductor Compute Shift From General-Purpose To Purpose-Specific

Nano Banana The End Of Architectural Consensus The semiconductor industry is undergoing a fundamental architectural break. For over 50 years, general-purpose computing has prevailed thanks to software portability, transistor-driven scaling, and the absence of workloads that demanded radical alternatives. That era is over. With Moore’s Law slowing to single-digit gains and Dennard scaling effectively dead, the hidden energy and performance subsidy that made CPUs “good enough” has vanished. Meanwhile, AI workloads now require 100x to 10,000x more compute than CPUs can provide economically, forcing a shift to purpose-built architectures. What has changed is not that specialized processors are faster, which has always been true, but that the performance gap is now so large it justifies ecosystem fragmentation and platform switching costs. Specialized architectures win because their optimizations […]

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