Which AI chip startup has the best shot at cracking the Nvidia monopoly in training?

Jim Keller George Hotz 🌑 Less is more.
Less code, less gate, less opcode, less feature.
True in software, hardware, protocol, design, engineering.

It's not just desirable, it's a survival strategy.

Is @ARM cache coherence protocol an Intel ’s knockoff?

When Jim Keller says something, CEOs need to listen.

Those who did are reaping the rewards AMD Tesla and Apple. Intel is 6 years too late in following his plan.

Also a firm believer that Intel's future is brighter with Pat Gelsinger. Jim Keller had similar plans to fix Intel but now water under the bridge. Fortunate to have experienced both legends.

Another wishful thinking: Pat + Jim >>> Pat, Jim.

Embracing change, Intel is on a voyage to a brighter future. Kudos to Pat Gelsinger for steering the ship. Jim Keller was pursuing this and more 6 years ago, now wishful thinking. But as they say, better late than never! Future’s bright, Intel’s ready! 😎

Silicon Valley is going back to its roots. Over the next decade, huge value will be created in silicon. Those who lead in silicon design and manufacturing will win big. Pendulum has swung again. These cyclical trends last over decade(s). PS - this is not April fools joke.…

Meet our amazing India site lead, Pritam Ganguly, building and leading an incredible team of passionate, rebellious, and geeky set of engineers unified on one mission.

EnerTuition Baya Systems Arm Intel AMD NVIDIA Tenstorrent Jim Keller Raja Koduri ARM -> RISC-V exodus does not impact AMBA adoption including by RISC-V.

It’s time for an open source high end fabric. Most real cache coherent patents are expired

EnerTuition Baya Systems Arm Intel AMD NVIDIA Tenstorrent Jim Keller Raja Koduri 'who is going to bat for AMBA?'
Rest of the world.

I was asked how AI hardware got so crazy, I tried to explain with this picture :)

#AMBA #CHI #CXL #NVLink #UPI #IDI #InfinityFabric #OpenCAPI #PCIe #Ethernet #Infiniband

Protocol Jungle for Compute is huge, intense. Who survives, thrives, or dies will affect many silicon engineers. Deep dive coming soon.

First salvo: semianalysis.com/p/cxl-is-dead-…

more books to read
The Art of Learning - Josh Waitzkin
The myth of freedom - Chogyam Trunpa Rinpoche
Starting strength - Mark Rippetoe
John Boyd: The Fighter Pilot who Changed the Art of War - Robert Coram
Left hand of darkness -- Ursula Le Guin

Baya Systems is hiring talented software engineers to design foundational elements of the future of computing. Semi is at the cusp of a revolution, and there is no better time to join a startup full of passionate, talented and humble engineers. DM us or Sailesh Kumar directly.

HPC Guru (Taking a break) Intel Every chip design company’s goal should be to split manufacturing 50:50 between Intel and TSMC before 2030. This is the only path for them to steady growth and avoid any nasty surprise. Their BoD must ensure it. NVIDIA Broadcom Inc. Qualcomm AMD call Pat Gelsinger

Hahaha

I said 'less' than $1T

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