Robert Wachen
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- RAISE Summit38 min
The Chip Revolution: Beyond GPUs to Tomorrow's Processors | RAISE Summit 2026
Robert Wachen, Sara Achour, Walter Goodwin, Antoine Moyroud, Rob
Industry experts from Unconventional.ai, Etched, and Fractile outline a pivotal shift where inference spending will soon surpass training, driven by the emergence of autonomous agents and a transition from GPU-centric compute to system-level challenges in memory bandwidth and thermal management. While Unconventional.ai bets on physics-based dynamics to achieve 1,000x energy efficiency, Etched pursues vertical integration for trillion-parameter models and Fractile optimizes for time as the primary bottleneck. These startups aim to capitalize on hardware design expansion and software automation to overcome current utilization limits that leave data centers operating at only 30-40% matrix multiply efficiency.