
AMD Buys Taalas, Doubling Down on Custom AI Inference Silicon
AMD has acquired Taalas Inc., a startup building custom AI inference silicon, signaling a major bet on model-specific hardware over general-purpose GPUs. The deal comes as the industry's 'inference inflection' heats up, with AMD CEO Lisa Su endorsing the custom ASIC thesis. Meanwhile, Meta's Muse Spark 1.2 disrupted the model landscape with frontier performance at a fraction of the cost, and OpenAI unified its models, expanded the free tier, and launched Agent Plugins.