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We have GPUs! | Shadeform.ai | YC S23

These are the top alternative chips to NVIDIA GPUs that we’re excited about SambaNova Systems SN40L RDUs are inference oriented chips leveraging 3 tiers of memory to optimize for running larger parameter models on less hardware. There is software optimization to ensure the most frequently used model weights are the fastest memory while less frequently used model weights are on the slower memory. Groq LPUs are inference oriented chips that focus on deterministic, pipeline processing vs the massively parallel processing of GPUs. Each chip has 256 MB of the fastest SRAM memory which requires a large number chips to run models. However, direct chip to chip connections makes the transfer speeds incredibly fast. Cerebras Systems WSE-3 chips are physically larger chips compared to GPUs that allow for more transistors, cores, and on-chip memory. It emphasizes the ability to process more on a single chip without having to scale out horizontally to multiple chips which can help engineers save time and effort in optimizing for distributed processing. Intel Corporation Gaudi 3 chips are designed for general purpose AI including training, fine tuning, and inference. As a direct competitor to Nvidia’s H100, the Gaudi 3 performs slightly better across the board in benchmarks and tests than the H100s. AMD MI300x chips are AMD’s response to Nvidia’s dominance in AI oriented GPUs. It is better than H100s across the board on hardware specifications. A key feature of the MI300x is its 192 GB of memory which allows for much larger models, such as the massive 403B Llama 3, to fit on a single node of 8 chips. Despite these chips seemingly beating Nvidia’s Hopper generation of chips on hardware specs, Nvidia’s chips are still the go to for most data center deployments and workloads. The key difference is Nvidia’s CUDA software for optimization that allows Nvidia chips to perform on par or better than chips that have better specs on paper. In addition to the optimization, CUDA is also deeply ingrained in the developer ecosystem and is always natively supported for new projects that enable an ecosystem lead.  This is all ignoring the fact that Nvidia's upcoming Blackwell generation of chips are supposed to significantly improve upon current gen chips. What will the chip landscape look like in 5 years?

Nvidia will stay king indefinitely. AMD and Nvidia will leapfrog each other on each hardware cycle. AMD's software story is improving daily, but has a long ways to go. Hopefully Hot Aisle Inc. can get more AMD gear into the hands of developers and Shadeform (YC S23) will be a great partner in that regard. Intel will try to play in the market, but just to stay in the news cycle, unless they really double down on getting their products to market. We'd love to run G3, but not hearing customer demand for it, yet. Groq, Cerebras and many other chips all will try the inference game, but without huge amounts of memory, they are constrained to be too much capex to ever offset the opex. Meaning, they have to deploy so much physical hardware to satisfy memory demands, that it costs too much to run it all in a data center. Beyond that, they have the same general problem with software that AMD has, so right now, they host their own stuff and provide API access. For certain: the need for compute is endless and we absolutely should not have a single provider for all of AI. Competition is good.

Michael Søndergaard

CEO at Spectral Compute | SCALE - Democratizing the GPGPU market

2mo

We're fixing it by allowing all software to keep embracing CUDA as a de-facto standard from which they can target all the platforms--with the same level of support and optimization. Steadily making progress towards this and we have MI300X support as a priority at the moment, but will also target the other architectures you mention. So in 5 years the software barrier to competition between the vendors will be gone, and the landscape will generally be more even and competitive.

Britton Winterrose

AI and YC Startups @ Microsoft | Connecting founders with compute, credits, and expert advice.

2mo

I was hoping you would have Doritos on this list too...

Anthony Monthe

Cloud Benchmarker at Cloud Mercato

2mo
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