I hope they can scale it and not only that but that others are able to replicate it. This definitely has potential and would bypass the entire GPU/TPU problem and the layer architecture which is very inefficient.
Speed is not the end-all be-all, but it's not just the speed, it's also being able to run this fully locally. Imagine a PCI card for these chips, and you can just switch out the chip for another when you want to switch the model.
I'm just hopium-posting mind you lol, they clearly ran into bottlenecks if all they can offer is a 'tiny' llama 8b model. The micro required to etch an 800b model on that chip is magnitudes above, and at that point it might cost as much as a new CPU. But, it does leave the GPU available for other things, and lets everyone run SOTA models.
Really hope this goes somewhere, or if not that, something similar enough.