'OpenRouter for chips' pitched as a $10B+ opportunity to break Nvidia's grip
mishig25 · x · 2026-09-06
LukePiette argues an 'open router for chips' is a $10B+ opportunity: nobody migrates custom inference off Nvidia because porting to AMD/Cerebras/Etched is painful, but an LLM-powered pipeline translating workloads across chips would unlock multi-chip neoclouds and make performance the deciding factor. HF's mishig25 amplified it, tagging chip compiler startup zmlai.
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