(May 15, 2025) Semiconductor Engineering - All of the legacy companies chose the same path: bolt a matrix accelerator onto the cash cow processor and declare that the legacy core still reigns supreme. Three years later staring at the reality of transformers, they declared the first-generation accelerator obsolete and invented a second one that repeated the same shortcomings of the first accelerator. And now faced with the struggles of the 2nd iteration hardwired accelerator having also become obsolete in the face of continuing evolution of operators (self-attention, multiheaded self-attention, masked self-attention, and more new ones daily) they either have to double-down again and convince internal and external stakeholders that this third time the fixed-function accelerator will solve all problems forever; or admit that they need to break out of the confining walls they’ve built for themselves and instead build a truly programmable, purpose-built AI processor.