
Anyone building robotics or edge-AI products needs to design the model around serving constraints (latency, cost) first, the reverse of how cloud LLMs are typically built.
“The model comes first; the hardware serves it.”
“Jitter is the biggest enemy.”
“So the real question is not whether robots can get wafers. It is silicon efficiency: for a given fleet of robots, which approach consumes less leading-edge silicon?”
“Serve a VLA fleet with continuous batching; serve a video WAM one robot at a time.”
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