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making big claims for sure. obviously idea/prototype and scalable system are very different things. geopolitical angle aside, this is one of the effort to replace current power dominated AI infrastructure approach. another one is optical computing, making even bigger advantage claims.
Planar Flash can't scale down anymore. I think it is mostly stuck at 40nm. Most foundries seem to be offering either ReRAM or MRAM as a replacement eNVM at thinner nodes.
The Nature paper focuses on ReRAM, just like the IBM one.
Our system uses high-performance RRAM chips that are fabricated in a foundry with a one-transistor-one-resistor (1T1R) cell structure in which each cell has eight conductance levels.