[D] BitNet 1-b/b1.58 LLMs - is that a threat to nvidia?

Link to paper: [https://arxiv.org/pdf/2402.17764.pdf](https://arxiv.org/pdf/2402.17764.pdf)

is that real? it sounds too good to be real right? If it is true, it not only reduces VRAM capacity and bandwidth required to train and run LLMs, it also suggests simplified hardware implementation due to the lack of need for matmul , it only needs + operation

is that not a threat for nvidia (stock) and amd as well ?

amd bandwidth capacity good hardware implementation llms machinelearning nvidia simplified stock threat train true