Feb. 3 at 4:00 PM
$GSIT
2/2
-GSI is almost certainly hiding that their chip did not run Gemma-3 at all, only the pre-generation RAG phase. APU lack the MAC units required for matrix multiplication, which is critical for AI workloads.
-In the October 20 PR reporting on Cornell's paper, GSI never disclosed this critical and materially important fact (on the contrary, they portrayed the findings as actual results of their current chip, deceiving most investors in the process): Cornell SIMULATED HBM2E EXTERNAL MEMORY INTERFACE, the most important part of an AI system, and both performance and energy consumption were based on that simulation. In other words, Cornell studied a fictitious chip that GSI DOES NOT HAVE.
-GSI has exposed itself to securities fraud lawsuits, by lying about easily verifiable, material facts. Investors who bought at
$18 and lost money would likely win. The company is flush with investor cash obtained through deception & immediate dilution, so full compensation is entirely feasible
