Nice, I haven't clicked on a video for a while and the Audio quality is much better now, really great to hear!
@nieurchroma788
Ай бұрын
Blackwell is not 3nm. It is 4nm which is actually modified TSMC 5nm class process
@TechTechPotato
Ай бұрын
Ah you're right, I forgot in the moment. But it still rings true that TSMC doesn't have a large chip on N3, and it won't be Graphcore as the lead customer.
@Graphcore
Ай бұрын
Hi. It's Graphcore. Contrary to the 'Graphcore no more' title - we're here and in extremely good health. We're working on our next generation AI compute systems and we'll be delighted to share details with you when the time comes. Couple of factual corrections: IPU is Intelligence Processing Unit (rather than Inference Processing Unit) Nigel and Simon didn't have a connection to Bristol University. The Good Computer was a longer term project. The 1U M2000 and Bow2000 units went into IPU Pods. The most recent version of our Poplar software is v.3.4. We were already on v1.2 by July 2020.
@bhuvaneshs.k638
Ай бұрын
I wanted to apply for the company for RTL design job
@TheDiymovies
Ай бұрын
Workers losing their equity is such BS, terrible!
@X.A.N.A..
Ай бұрын
Damn, i applied there this year 💀
@minhhungnguyen7867
Ай бұрын
All the hyperscalers all make custom AI chips now. Couldn't you apply to one of them? As I think their funding is more robust than startups.
@X.A.N.A..
Ай бұрын
@@minhhungnguyen7867 I'm a (very) recent computer science graduate, I eventually went outside of AI chipmakers for a job (finance) but it'd be nice to try and apply again I guess!
@PhilippBlum
Ай бұрын
Shows once again, not all engineers are capable of selling products as well. Too bad, I was assuming them to IPO at some point. Due to the Huggingface cooperation I expected them to sell more chips.
@ConsistentlyAwkward
Ай бұрын
Would love to see a follow up for Groq apparently they are increasing their forecasts and are trying to deploy 1.7 million chips by this time next year
@TechTechPotato
Ай бұрын
Hoping to arrange an interview with Jon Ross in a couple months.
@karehaqt
Ай бұрын
$730 million spaffed up against the wall, well done Graphcore.
@dylanbrooks546
Ай бұрын
book tour while an AI company is acquired? Way to layer the get-rich-quick schemes
@ConsistentlyAwkward
Ай бұрын
I’m very interested to see a follow up to what IBM are doing because they have been deploying AIUs in clusters and WatsonX and they are even using them to assist their supercomputers with inference
@ConsistentlyAwkward
Ай бұрын
Also Northpole!
@AnastasiInTech
Ай бұрын
Loved this one, great job and sad story
@bhuvaneshs.k638
Ай бұрын
Heyy big fan of your channel
@nickmhc
Ай бұрын
Isn’t Apple on 3nm? Sad to hear about the employees getting hosed on stock
@steveunderwood3683
Ай бұрын
That's normal. Even if a startup works out, by the time it does various refinancing activities usually means the employee stock is worthless.
@robinhodson9890
20 сағат бұрын
Graphcore's stabilised. Being acquired isn't assimilation; it's a type of investment where you have one guaranteed customer, you remain basically independent, and where that customer gets a kind of bulk purchase price deal, plus some say in your direction, and all your profits. But you can still pull out, although hardly anyone does. Their trouble is it took longer than anyone expected in the R&D phase, which caused initial investment to dry up, so they had to halt their planned expansion and take some cost-cutting measures. They are through their extended early building phase now: They have a product range which sells well, and a library of APIs and tools to use it. Their hardware make datacentres more efficient, and it plugs straight into existing systems and how those systems are used. They're one of the few companies pioneering WSI (Wafer-Scale Integration), which enables all sorts of improvements not otherwise possible. They're still innovating and pushing forward: The future looks bright. Disclaimer: This is only my own opinion of them and their situation.
@rupertsmith6097
Ай бұрын
Seems preferred stock was totally liquidated as part of the sale, leaving no equity for the common stock. That is, softbank paid off graphcores debts and got what was left for nothing.
@ok8745
Ай бұрын
love all the vids you've been posting recently. more to come?
@krazyolie
Ай бұрын
Xmos was around during my time at Bristol 06-10 although wasn’t until later I saw anything in the market. A few graduates went on to work there and apparently at least one is at graphcore, too
@DileepB
Ай бұрын
How did they last so long? When such an acquistion happens, the creditors get paid first and then employee and other stockholders get paid for their now fully matured stock. Value of each share may be small.
@ChrisJackson-js8rd
Ай бұрын
graphcore feels like a real outlier, hard to see this as a harbinger of some market trend towards consolidation. it will no doubt come because the market simply doesn't exist to support the number of companies developing hardware or the wide range of different hw and sw products they're developing, but I wouldn't read too much into this sale.
@esra_erimez
Ай бұрын
Personally, I'm eager for Tenstorrent to go public.
@unvergebeneid
Ай бұрын
What data centre customer cares about the colour of the cards?!
@TechTechPotato
Ай бұрын
You'd be surprised. It was one of the first anecdotes I heard from them when I met them for the first time.
@chtubbie
Ай бұрын
It's a great story to tell without revealing anything about your technology.
@unvergebeneid
Ай бұрын
@@TechTechPotato that's absolutely nuts. "I want the colour of the hardware I can't see in the room I can't enter without hearing protection to be pretty." Some people. Next you'll tell me the whole push for RGB was never driven by gamers but by data centres ;D
@lbgstzockt8493
Ай бұрын
@@unvergebeneid I mean it increases performance, obviously hyperscalers care /s
@prashanthb6521
Ай бұрын
@@TechTechPotato Do they also talk about RGB ?
@capsulate8642
Ай бұрын
What's the market share like for proprietary single-use accelerators vs. just buying GPUs right now? Seems like the hyperscalers said no to startups and they're going to continue to drop off.
@solidreactor
Ай бұрын
I wonder if a FPGA compute card or a mix of FPGA + some kind of ASIC (with vector, matrix or graph functionalities) could be a valid long time investment approach? If there were to come a replacement to transformers then we will see the same thing again happening to the current transformers optimised chips, like what we saw with the "obsolete" CNN accelerators. If a company would make a mix of FPGA and ASIC as chiplets, then migrating to the next thing after transformers would perhaps be much easier(?) by adding the new ASIC type and keeping the FPGA ones, and perhaps also keep some transformers chiplets if that would make sense. An iterative and modular (reusable) design approach in other words.
@axiom1650
Ай бұрын
The NVIDIA Blackwell is already quite optimized for AI operations with MXFP6 support. Etched is going toward ASICs for transformers, but it remains to be seen if they can pull it off in this space where nobody has anything to show for, despite billions in funding.
@amanwithnoname-ds6ep
Ай бұрын
Did they really have a week of runway? 3.75mil in funding with a 200mil burnthrough?
@TechTechPotato
Ай бұрын
3.75mil of revenue. They still had VC funding
@amanwithnoname-ds6ep
Ай бұрын
@@TechTechPotato with a 200mil burn is down right scary, it would put the pied piper team to shame.
@rupertsmith6097
Ай бұрын
I thought the point of these IPUs is that they can adapt to many different workloads, so why do they not work well for transformers?
@samsonadeboga223
Ай бұрын
The AI hype is too high and the crash is going to crush the world economy. It's good to hear from you Dr. ❤❤❤ Your delicious delivery soothes my soul
@aapje
Ай бұрын
The world economy will survive.
@DuvJones
Ай бұрын
@@aapje It will, but the crash will be bad. This isn't like Cryptocurrency where that was kept in a bubble unto itself, so when things hit the fan... the world kept spinning.
@Walczyk
Ай бұрын
no it won’t. this isn’t the same as a housing crisis where it effects mainstream people. how will AI do the same? related stocks will crash but how is that going to crush the world economy?
@Wobbothe3rd
Ай бұрын
An exit isn't really a "downfall". Consolidation isn't necessarily crashing. AI isn't a bubble just because some start up fails.
@Walczyk
Ай бұрын
@@DuvJones it also isn’t the housing market
@axiom1650
Ай бұрын
Missing Etched on your startup list at 0:36
@TechTechPotato
Ай бұрын
It is moving forward :)
@__aceofspades
Ай бұрын
Most of these 'small' AI startups are upside down with expenditures far outweighing revenue, and investors wont want to keep them afloat forever. I bet in the next 4 years this list is more than halved, due to consolidations and bankruptcies, with companies like Intel, Apple, AMD, and Nvidia circling like vultures to pickup IP and talent. Graphcore going to Softbank may seem like a saving grace, but Softbank is so mismanaged that Masayoshi Son will almost certainly take a loss on Graphcore before either trying to sell it again or just dissolving it.
@cryptocsguy9282
Ай бұрын
It would be pretty interesting if softbank decided to integrate graphcore technology into ARM products
@rossowen83
Ай бұрын
They won’t.
@cryptocsguy9282
Ай бұрын
@@rossowen83 Why not ?
@rossowen83
Ай бұрын
@@cryptocsguy9282watch the video. They bought a team only. Technology is scrapped.
@robinhodson9890
20 сағат бұрын
There's a kind of contradiction going on with that question. Although it's possible for it to happen the other way around - ie ARM tech in the cores in IPUs. That said, Graphcore could just as easily licence ARM etc IP, without being part of the same group.
@cryptocsguy9282
20 сағат бұрын
@robinhodson9890 They could but I was just wondering if softbank could create some synergy between the 2 subsidiary tech companies 🤔 with an advantage only provided by having ownership of both like maybe no licencing fee or something 🤷🏾♂️
@alihouadef5539
Ай бұрын
Cerebras is the only company making money....let that sink in.
@handlemonium
13 күн бұрын
I can see it now: ARM Graphcore® NPUs
@unvergebeneid
Ай бұрын
I wonder if those new MatMul-free methods will have an effect on AI hardware and companies developing it
@modernsolutions6631
Ай бұрын
It's not Matmul free. It's just Matmul using a {-1,0,1} weighted matrix and for some reason (self promotion) they named it something misleading.
@jaiveersingh5538
Ай бұрын
@@modernsolutions6631bingo - I would have given them way more credit if they called it something clever like "int2", but instead they really went for "matmul-free"
@modernsolutions6631
Ай бұрын
13:47 Did you mean memory bandwidth not memory capacity?
@henrikoldcorn
Ай бұрын
Dunno how big CNNs are but the LLMs need a whole lot of capacity too. The smallest Llama model is about 8GB, and they go up and up from there.
@cryptocsguy9282
Ай бұрын
I had no idea Graphcore was a spin off from XMOS 🤔 interesting , I wonder why they spun off, ask Nigel Toon why ?
@SwordQuake2
Ай бұрын
Cat taaax!
@PennLaser
Ай бұрын
Can you do a video on Atomera
@TechTechPotato
Ай бұрын
They need to reach out to me again :)
@bryce.ferenczi
Ай бұрын
Nvidia have been so dominant since their hardware is so flexible in model architecture innovation with cuda. Going all in on hardware optimized for CNNs is a big gamble that did not pay off. What is Tesla dojo up to? Musk is bragging how many nvidia gpus he is buying, I guess dojo is dead in the water as well...
@modernsolutions6631
Ай бұрын
Dojo is great for image recognition but transformers aren't image recognition. So yeah, not surprised.
@cryptocsguy9282
Ай бұрын
@bryce.ferenczi What about Elon's XAI company , I wonder if they'll be involved with Tesla dojo ?
Ай бұрын
So Keller is the only true Unicorn ?
@TechTechPotato
Ай бұрын
There were a good number in that list at the beginning
@osmarks2361
Ай бұрын
Blackwell is N4something, isn't it?
@Trick-Framed
Ай бұрын
Paris San Francisco lol.
@mcstando
Ай бұрын
It sound so unethical
@chromerims
Ай бұрын
Book authors verily are. Whereas best founders are otherwise. Good video 👍 Warmest regards, friends and neighbours.
@robertlee6338
Ай бұрын
Break8ng $212 million USD
@user-sd3ik9rt6d
Ай бұрын
A.I. is the next big thing, just like crypto and the tech of Theranos
@potatorigs2155
Ай бұрын
the next big crash yup
@FreshMedlar
Ай бұрын
AI is one of the biggest things, but not now. Maybe next of nextnext hype cycle
@nanoflower1
Ай бұрын
AI will be the next big thing when it is ready. Right now we are not dealing with the AI that people think of. Maybe in a decade or two it will be truly ready.
@the_newt_nest
Ай бұрын
Credit to Theranos, at least it was a solution to an extent problem. The only problem AI solves is "can I lay people off and make the customer experience even more frustrating."
@Wobbothe3rd
Ай бұрын
AI is nothing like a bubble, let alone a scam. It's so funny seeing people root for this to fail when it's already huge. Reccomender systems have been huge all over the internet since 2014, ChatGPT was the fastest adopted program ever to reach 100 million users, etc. AI isn't going anywhere, even if some small start up exits or even fails.
@radicalrodriguez5912
Ай бұрын
someone else's journey? It's a standalone company
@magnitudematrix2653
Ай бұрын
No such thing as AI. It should be called, "intuitive algorithms" or IA.😊
@LongerThanAverageUsername
Ай бұрын
Please for the love of god, no more talk of AI.
@TechTechPotato
Ай бұрын
There's going to be a lot more. It'd be like asking for no more smartphone content 8 years ago.
@Alucard291
Ай бұрын
@@TechTechPotato more like asking for no more shitcoin content honestly. "AI" is just another attempt by the tech industry to find the golden unicorn and reverse the trend of steady decline that its currently exhibiting. Good luck with that one :)
@jaffarbh
Ай бұрын
Softwares is boring, but without it the hardware is useless. Nvidia has CUDA, full stop!
@itzhexen0
Ай бұрын
How about who is doing drugs? Are you also keeping track of that?
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