Jim Keller: ‘Whatever Nvidia Does, We’ll Do The Opposite’

erek

8-D
2FA
Joined
Dec 19, 2005
Messages
18,526
“Now that Blackhole chips are available, Tenstorrent is working on building successively bigger training clusters. So far, a training cluster of 6 Backhole Galaxies (192 chips) has been built, with bigger clusters coming over the next six months. The eventual aim is a data plane engine of 16 Galaxy servers, with another 16 Galaxies for switching (Tenstorrent uses its own chips as switches) and another 16 as an optimizer. This includes a certain amount of redundancy.

“The demo is going to be [the cluster] running and then you pull any cable out and it doesn’t stop running,” he said. “In principle, we could turn off any server we want and it would keep running.”

Korean company Moreh is building a training stack for Tenstorrent hardware, but that is for their own product, Keller said. The stack for Tenstorrent’s own training clusters is being developed in-house.

Fast inference can be achieved with four Galaxies (128 chips), Keller said, noting that reasoning is due to require a million times more tokens versus today’s LLM workloads (the real upper bound on the amount of inference compute required is the limit on how many unique questions humans can come up with, he said). Even though inference is likely to be the bigger market in the long term, Keller firmly dismissed any suggestion that the company would or should focus entirely on inference.

“I have a mission to radically lower the cost of training,” he said. “The fun challenge is how do you become a proper development platform to do new things, I’m really interested in that. How do you do new things if you can’t train?”

Training is an essential part of the stack, just like building an in-house CPU is, Keller said.

“I want to build great AI computers,” he said. “That’s the problem with doing part of a thing. [If we focused on serving models from the cloud, for example], what if somebody wants to develop models, where they want to put their own AI technology in their own product? I’m interested in that bigger picture.”

This is despite the fact that training and inference are separate, uniquely difficult problems to solve—especially at scale.

“Everybody says AI hardware is just a matrix multiplier with some software—that’s the stupidest thing I’ve ever heard,” he said. “Yes, there’s a matrix multipler. Yes, there’s some software. But making it work at scale…”

The biggest version of the training computer Tenstorrent is currently planning will have two million RISC-V cores operating in parallel, programmed from a single program.

“AI is stylized, it’s not general-purpose HPC programming, but it’s still fairly dramatic, co-ordinating millions of processors from a simple program with tens of people is pretty good,” Keller said.

“We are going to build stupidly big computers,” he added. “It’s really fun.””

Source: https://www.eetimes.com/jim-keller-whatever-nvidia-does-well-do-the-opposite/
 
From the article:
“AI is stylized, it’s not general-purpose HPC programming, but it’s still fairly dramatic, co-ordinating millions of processors from a simple program with tens of people is pretty good,” Keller said.

Jim has made some broad strokes with this statement, but it would be nice to see the fine details.
It could be the best hardware in the world, but if no one is adopting it, developing for it, or using it, it's kind of a moot point.
 
Competition favors the consumer so this is all good. But, having said that.....In AI and in Liquor Stores...if you wanna get what you need the smart move is to bet on the producers/suppliers, not the dealers. AI is worthless if the lights are off, and none of them are going to be running natively on CR2035's any time soon. Always look upstream.
 
He would be the one guy I wouldn't bet against, so Nvidia should keep a close eye on him, but at the same time that's a steep hill to climb.
His startup does look to be doing interesting things, though the more I look at it, the more it looks to me about building something just good enough to force one of the big players to buy him up.
 
Jim's Tenstorrent chips are 100% focused on AI training. Although they can run LLM and or Machine Learning they are not optimized for it. The beauty of what Jim is building is that it scales quite large, but to reach numbers that could directly compete with Nvidia, he's at least 4 years away. With that said, Nvidia's latest DGX PODs need a damn nuclear reactor worth of power to run at rack row scale. If jim produces something that can beat that system by x30 and at half the power draw, you damn well know the hyperscalers are going to buy it....if only to perform training on it. Jim also hinted that once they had met all their ultimate plans for "training," he would consider optimizing a design for another use case.
 
His startup does look to be doing interesting things, though the more I look at it, the more it looks to me about building something just good enough to force one of the big players to buy him up.
That is pretty much the problem with AI hardware companies in general as long as the big speculation money exists in the market. No one can do anything really revolutionary. Right now anything remotely interesting is going to get bought up, 90% of it basically getting shelved... or picked apart for a couple patents. Or the bigs will just wait till companies over extend themselves and investors stop shoveling money. Ending in a "acquihire" situation as Untether did a few days ago when AMD essentially hired everyone from the company. I figured it would have been Intel picking them up as Intel was invested in the company... guess Intel isn't in hiring mode. lol
 
Jim's Tenstorrent chips are 100% focused on AI training. Although they can run LLM and or Machine Learning they are not optimized for it. The beauty of what Jim is building is that it scales quite large, but to reach numbers that could directly compete with Nvidia, he's at least 4 years away. With that said, Nvidia's latest DGX PODs need a damn nuclear reactor worth of power to run at rack row scale. If jim produces something that can beat that system by x30 and at half the power draw, you damn well know the hyperscalers are going to buy it....if only to perform training on it. Jim also hinted that once they had met all their ultimate plans for "training," he would consider optimizing a design for another use case.
Lakados is probably correct though. If he manages to get 3/4 to the way of making that look like a reality. Intel AMD Nvidia Amazon Google Microsoft Meta one of them or some other large player wanting to jump the que buys them up. The odds of them bringing actual product to market that sells in the billions for them directly are pretty low I would say.
 
That is pretty much the problem with AI hardware companies in general as long as the big speculation money exists in the market. No one can do anything really revolutionary. Right now anything remotely interesting is going to get bought up, 90% of it basically getting shelved... or picked apart for a couple patents. Or the bigs will just wait till companies over extend themselves and investors stop shoveling money. Ending in a "acquihire" situation as Untether did a few days ago when AMD essentially hired everyone from the company. I figured it would have been Intel picking them up as Intel was invested in the company... guess Intel isn't in hiring mode. lol
I really doubt that the CPP would respect some rules/games of the sorts and hesitate a second to make something really revolutionary happen, or that Google is not already doing it.

Some of the biggest and best company of the world are pure hardware side user and not seller of hardware (like a Google) and have a lot of interest and effort to make it as cheap as they can to run all that stuff.

Intel AMD Nvidia Amazon Google Microsoft Meta one of them or some other large player wanting to jump the que buys them up.
That a bit the reverse of no one can do anything really revolutionary, that getting giant fund and support to do it.

AI hardware companies is a giant lobby-force, but companies/China CPP/all the world military that use AI and want to pay the less they can for hardware is a larger one that create a counter force, a bit like the giant really powerful petrol lobby that try really hard to stop the shale gas revolution, did not work, the buyers of energy is also a giant lobby.

And considering the position of the non-Nvidia competitior in the open space AI hardware vendor, I doubt they would hesitate as well, what does AMD as to loose to gain that race and get all of it even if it is at smaller margin.... they would go from very little to hundreds of billions still...
 
Intel has the cards now for AI with dual gpu's with each having 24GB of memory x 2 = 48GB on one card = Twin B580's is the Pro 60 card and Twin B570's is the Pro 50 card, I think Intel likes building gpu's now or something. there audio seems better than AMD or Nvidia hooked up to the same device 4K TV using same speakers the A770 sounds the best on YouTube music videos with setting on a desk as to have something to bounce off of. I run a 43' desktop in 4K on a Hisense Roku TV with building gaming mode for consoles.
 
I really doubt that the CPP would respect some rules/games of the sorts and hesitate a second to make something really revolutionary happen, or that Google is not already doing it.

Some of the biggest and best company of the world are pure hardware side user and not seller of hardware (like a Google) and have a lot of interest and effort to make it as cheap as they can to run all that stuff.


That a bit the reverse of no one can do anything really revolutionary, that getting giant fund and support to do it.

AI hardware companies is a giant lobby-force, but companies/China CPP/all the world military that use AI and want to pay the less they can for hardware is a larger one that create a counter force, a bit like the giant really powerful petrol lobby that try really hard to stop the shale gas revolution, did not work, the buyers of energy is also a giant lobby.

And considering the position of the non-Nvidia competitior in the open space AI hardware vendor, I doubt they would hesitate as well, what does AMD as to loose to gain that race and get all of it even if it is at smaller margin.... they would go from very little to hundreds of billions still...

Sure the Chinese are working on AI. I mean didn't we just have the deep seek stuff happen recently? Hardware wise I'm sure they are working on stuff, at the same time they have been trying to make high end home grown CPUs for years and their results have been mixed. I mean they managed a half way decent Alpha variant for use in their Sunway super computers. But really so far any home grown GPU play has been a bit terrible, or directly stolen, and mostly both have been true. I really don't think they are much of a threat honestly. So far the most threatening thing they have done has been to cleverly use software to make some old Nvidia hardware do more then Nvidia intended it to do. (working in larger clusters) No indications that they are going to start turning out anything uniquely threatening hardware wise.

Mean while ya the big names are consolidating. Every semi promising play gets picked up. Jims new play is likely to go the same way. At some point he is going to need Captial. When he does he is either going to cash out, and I think I agree with Lakados that is probably his plan. Not that his tech isn't potentially interesting, I just don't think he believes he will in charge should it ever make it to mass production stage. At that point it will belong to someone else and he will be sipping drinks on a beach. If its not outright purchased, the new hotness is to not purchase and have to deal with years long close outs such as Intel had to deal with with Mobileye but to instead simply invest a ton of cash and own a chunk. Being the biggest single investor is as good as owning.

IMO with the hottness of "AI" with investors. Anything even remotely interesting in the field isn't going to be able to resist being bought, invested and controlled, or forced out/knocked over and have their staff picked up. Even when companies are not in a great postion such as Intel, they can still sell massive investments in AI plays. Its for the companies future after all. :)

AMD has been pretty purchase heavy.
https://www.crn.com/news/ai/2025/9-amd-acquisitions-fueling-its-ai-rivalry-with-nvidia

Last year Intel bought InAccel and Silicon Mobility.
https://www.hackster.io/news/inacce...es-courtesy-of-fpga-acceleration-6834cfb9038a
They bought Silicon Mobility for the interesting SOC tech for automotive. Intel has said it is part of their "AI everywhere" strategy.
In 2023 Intel closed on Mobileye... another AI machine learning automotive play they have been working on closing for a few years.
Intel also bought Habana Labs, and have been spinning their wheels on that for years now.
https://www.calcalistech.com/ctechnews/article/s13q00ivw1e
Another Intel AI acquisition; https://cnvrg.io/
Those of course were acquisitions. The latest trick the bigs are pulling to get around issues with gov oversight is to invest big into companies to a point where they essentially control them.
Amazon has invested so much into Anthropic that it is basically owned by Amazon.
https://www.nytimes.com/2024/11/22/technology/amazon-anthropic-ai.html
"U.S. regulators are also scrutinizing the multibillion-dollar investments that Microsoft, Amazon and Google are putting into A.I. start-ups, which need the money because of the eye-popping sums required to develop cutting-edge A.I. models. But the deals are seen as allowing the big companies to form deep ties with their smaller rivals while avoiding most government scrutiny."
 

Attachments

  • smug-wojak-mens-longsleeve-shirt.jpg
    smug-wojak-mens-longsleeve-shirt.jpg
    31.2 KB · Views: 0
The only bad thing about Nvidia making money is where is it coming from = the printing press? = US Debt

I thought printing vast sums of money to hand over to the people that don't need it was how you enriched the rest of the population.
 
Those of course were acquisitions. The latest trick the bigs are pulling to get around issues with gov oversight is to invest big into companies to a point where they essentially control them.
Yes but the competition is so fearce between very competant giant player, the capitalist force to attack Nvidia margin so high that it is not to control them to block/stop their interesting idea, if they work it is to use them, AMD is not in a position to protect is lead and innovate the best they can in the space, everyone that is not google need to try to catch up both to their models and their price they achieve with their superior infrastructure and data.

And goodl themselve need to innovate to keep its lead and make product possible (generative video become a product only if it become cheap enough to run and so goes for all the future product)
 
The only bad thing about Nvidia making money is where is it coming from = the printing press? = US Debt
Actually this may be one thing that is helping us. That money is coming home and getting taxed. ...and then .gov is spending it!
 
I mean, losing shit-loads of money is startup 101... Isn't it?
As the great Russ Hanneman once said "If you have no revenue you can say you're pre-revenue, you're a potential pure play. It's not about how much you earn, it's about what you're worth. And who's worth the most? Companies that lose money."
 
nd who's worth the most? Companies that lose money."
Which of Apple, Microsoft, Nvidia, Saudi Aramco, Amazon, Google, Facebook, Tesla, PetroChina, Broadcom, TSMC, Berkshire, Eli Lilly is loosing money to look at the worth the most public company ?

I think in the private world, the Cargill, Koch, Mars and other solid money maker are worth a lot..., it is by a giant amount about how much you earn...
 
Back
Top