That's what I'm thinking too. There's no reason why you couldn't make a chip like this for a full blown Deepseek model, and then when new models come out you just print new chips for them. The really nice part is that their approach doesn't need DRAM either because the state of each transistor acts as memory, it just needs a bit of SRAM which we don't have a shortage of.

I'm fully convinced that the whole AI as a service business model is going to be very short lived. Ultimately, nobody really likes their data going out to some company, and to have to pay subscription fees to use the models. If we start getting these kinds of specialized chips, they're going to be a game changer.