8 April 2026 · 14 min read
1-Bit LLMs Could Make GPUs Obsolete (And Why Nobody Is Betting on It Yet)
Microsoft's BitNet matches full-precision LLMs at 12x less energy using ternary weights on a CPU. If 1-bit LLMs scale, NVIDIA's $3 trillion valuation is built on an assumption that may not hold. Here's why AMD and Intel aren't rushing in.
AI LLM hardware NVIDIA AMD Intel research 1-bit BitNet inference