I've been wondering when we will see general purpose consumer FPGAs, and eventually ASICs, for inference. This reminds me of bitcoin mining. Bitcoin mining started with GPUs. I think I remember a brief FPGA period that transitioned to ASIC. My limited understanding of Google's tensor processing unit chips are that they are effectively a transformer ASIC. That's likely a wild over-simplification of Google's TPU, but Gemini is proof that GPUs are not needed for inference.
I suspect GPU inference will come to an end soon, as it will likely be wildly inefficient by comparison to purpose built transformer chips. All those Nvidia GPU-based servers may become obsolete should transformer ASICs become mainstream. GPU bitcoin mining is just an absolute waste of money (cost of electricity) now. I believe the same will be true for GPU-based inference soon. The hundreds of billions of dollars being invested on GPU-based inference seems like an extremely risky bet that ASIC transformers won't happen, although Google has already widely deployed their own TPUs.
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