Deep Dive

Why AMD Bought a Chip That Can't Be Reprogrammed

26:38

On August 6th, 2026, AMD announced it was buying Taalas, a Toronto startup whose chip, the HC1, has the weights of one AI model, Llama 3.1 8B, etched into its wiring at the factory. It can never run anything else. The company claims 17,000 tokens a second to a single user, more than 70 times an NVIDIA H200. No independent lab has benchmarked it; every multiple in this episode is the company…