Tenstorrent and the State of AI Hardware Startups

• Unreasonable Analysis is greatly purchased the semiconductor market.

  • Please inspect the ‘about' page for a list of active positions.

  • Positions will alter with time and are frequently upgraded.

• Viewpoints are authors own and do not represent previous, present, and/or future companies.

• All content released on this newsletter is based upon public info and independent research study performed considering that 2011.

• This newsletter is not monetary guidance, and readers need to constantly do their own research study before purchasing any security.

• Do not hesitate to call me by means of e-mail at: irrational_analysis@proton.me

I composed some unfavorable things after seeing Tenstorrent's Hot Chips 2024 discussion.

A great deal of Tenstorrent staff members subscribed due to the fact that of this post.

Remarkably, David Bennet (Chief Customer Officer) welcomed me to satisfy senior software application, architecture, and client relations management for an open conversation.

The conference lasted 1.5 hours and was a lots of enjoyable.

Before discussing the real material of this post, I want to talk about the subject of predisposition.

Am I prejudiced? Yes! This is why I routinely publish all > > 1% positions with typical rate.

The Tenstorrent individuals are really great, and it was a great deal of enjoyable talking with them. This writeup is mostly favorable due to the fact that Tenstorrent did an excellent task of addressing my concerns with sincere, technical responses. It's up to you to choose on your own if what I compose is reliable.

• I hold no financial interest in Tenstorrent.

• Tenstorrent did not pay me any cash or supply presents of substantial worth.

  • I consumed one cookie and consumed a bottle of water.

  • Got a (branded) boodle bag including a hat, thermos, and cable television carrying/travel bag.

• No Tenstorrent personnel have actually evaluated or modified this post. They will read it at the very same time as everybody else.

Behold, my disputes of interest.

Made a structure for thinking of AI hardware start-ups at the end so this post has worth to individuals who are not thinking about Tenstorrent.

1. Tenstorrent Technical Overview

2. Conversation Summary

   1. Register Spilling and v _

   2. Infant RISC-V Fragmentation

   3. Infant RISC-V Capabilities

   4. History of the Software Stacks

   5. Latency

3. Davor Capalija Whiteboard Diagram

4. Tenstorrent Opinion and Valuation Framework

5. More Comprehensive AI Hardware Startup Framework

This image is dated. Grendel will be constructed on Samsung Foundry SF4X, a procedure node that is even worse than TSMC N5.

Blackhole (gen 2) has actually detailed details and will be the focus of conversation.

» …
Find out more