> How does Cerebras WSE-3 with 44GB of 'L2' on-chip SRAM compare to Google's TPUs, Tesla's TPUs, NorthPole, Groq LPU, Tenstorrent's, and AMD's NPU designs?
There are TPUs made out of silicon carbide with standard fab.
There is in-flight tensor processing with photons, but that's not quite a TPU.
I dont think big companies like Google react to news like that. Very likely this was meant to go out on Tuesday for weeks now. And it just happened to have coincided with another news.
They do different things and sit in different parts of the stack (training vs inference). TorchTPU seems more like a play to get more people familiar with Googles TPU chips as they want to sell them to people outside of google.
Yeah they read the news this morning and whipped up a quick Torch->XLA translation layer and coordinated with four different inference engines (who also all wrote their own blog posts) and shoved this out the door quick to stay on top of the news cycle
Shovels and gold aren’t the problem, humans are the problem
either AI achieves hyper-efficiency and triggers systematic economic demand destruction due to unemployment, or it underperforms and sparks a massive tech-sector asset bubble burst
If AI is as good as valuations - it crashes. If AI isn’t as good, it crashes. all eggs in one basket economy.
Every future leads to a massive financial shitstorm
AI is priced in as a technology to end all markets. The last bull market you will ever see.
It’s a miracle markets didn’t notice this “damned if you succeed damned if you don’t” type of inevitable checkmate
It's possible. If goog's AI overview is accurate, it seems somewhat similar to speculative euphoria seen in the past (eg companies involved in electricity prior to the great depression). It's larger (currently 35% for AI versus 25% for electric/related cos), I'm guessing because of more credit. At the same time, the housing component of the market prior to the GFC was about 23%, and it wasn't as economically damaging as the GD, so hopefully the AI bubble unwinding won't be as bad.
Yeah a lot of people bought into the idea of CUDA being a moat but we’re well past the point where it’s pretty trivial to jump to another equivalent stack on the software side.
Those are the two main interfaces: the inference hardware and the endpoints. Endpoints are pretty much standardized to the point that you can switch them out in seconds. CUDA still has an edge but every release like this chips away at that. Even so, TPUs are unobtanium so while I appreciate Google's effort here I also recognize that it is not something that will be useful to me.
In that sense AMD is still better positioned to give NVidia a run for their money but given the family connection and AMD's underdog status I am not very hopeful that we'll see meaningful competition in inference hardware any time soon.
NVidia is a much harder nut to crack than OpenAI or Anthropic. They are easily a decade ahead of viable competition. Check out the GB300 if you don't believe that.
Even if it's allegedly possible, the devil has always been in the details. It always sucks to find out that there's some quirk of your model architecture that breaks an implicit assumption that underpins the export process.
For people interested in this: I've been working on an open-source libtpu implementation for https://tenstorrent.com/ accelerators as a side project, it can already run most of torchtpu, see https://github.com/pcmoritz/libtt (based on the tenstorrent software stack). It shows all the things involved in lowering torch to tile based accelerators.
Thanks for the encouragement, if you have the hardware and end up trying it out I'd love to get your feedback (feel free to drop an issue in the repo) :)
I would love to do that, but unfortunately don’t have one on hand (yet?). In fact, I’m curious - did you buy a TT device to work on this, or are you using a cloud provider like Koyeb?
I first built my own to try it out (the exact hardware is described in https://relativity.cc/hardware/ under "one Blackhole card") and when I liked the hardware I got a quietbox 2. It is very high quality but a little expensive (but inexpensive compared to other LLM hardware and it has excellent interconnects which is very rare in the consumer/dev space).
Thanks for sharing, this is super cool! Right now my approach to correctness it to just run as many tests as possible and fix them (torchtpu greatly expands the amount of available tests), but formal verification is also super cool. Having a look at your book https://lean.brettkoonce.com/blueprint.pdf
Pardon my ignorance, but who else besides Google has TPUs? Are they commercially available somewhere? What’s their main application right now outside of Google?
You can rent them on cloud + they sell directly to Anthropic. Its pretty well known that Anthropic is a heavy user of TPU's (along with Trainium & GPU's)
Google and Apple are going to move consumers and ordinary business users to edge inference. This is more disruptive to the upcoming IPOs than most investors understand.
Lucasoato | 5 hours ago
sschueller | 5 hours ago
boulos | 5 hours ago
Archit3ch | 3 hours ago
"No, but I have seen the house that the project built, and it is terrific." ~ some Google director
charleslmunger | an hour ago
Is a pretty successful open source NVR that used corals when it launched (and many people still use them with it)
westurner | 5 hours ago
"OpenTPU: Open-Source Reimplementation of Google Tensor Processing Unit (TPU)" https://news.ycombinator.com/item?id=44111452
From https://news.ycombinator.com/item?id=45848676 :
> How does Cerebras WSE-3 with 44GB of 'L2' on-chip SRAM compare to Google's TPUs, Tesla's TPUs, NorthPole, Groq LPU, Tenstorrent's, and AMD's NPU designs?
There are TPUs made out of silicon carbide with standard fab.
There is in-flight tensor processing with photons, but that's not quite a TPU.
hackernudes | 4 hours ago
boulos | 4 hours ago
goda90 | 4 hours ago
npalli | 5 hours ago
https://github.com/aws-neuron/torch-neuronx
AnotherGoodName | 3 hours ago
sroussey | 3 hours ago
mathisfun123 | 2 hours ago
yipinwong | 5 hours ago
Is this somehow Google's answer to today's best DeepSeek open-sourcing inferencing engine?
bitpush | 4 hours ago
Tanjreeve | 4 hours ago
beardedetim | 3 hours ago
yipinwong | 3 hours ago
mathisfun123 | 4 hours ago
JacobAsmuth | 4 hours ago
mathisfun123 | 4 hours ago
parthdesai | 3 hours ago
caaqil | 3 hours ago
luckydata | 8 minutes ago
geremiiah | 3 hours ago
23agt | 4 hours ago
There will be an abundance of shovels. Nebius already crashed by almost half from its hype peak.
airza | 4 hours ago
juleiie | an hour ago
either AI achieves hyper-efficiency and triggers systematic economic demand destruction due to unemployment, or it underperforms and sparks a massive tech-sector asset bubble burst
If AI is as good as valuations - it crashes. If AI isn’t as good, it crashes. all eggs in one basket economy.
Every future leads to a massive financial shitstorm
AI is priced in as a technology to end all markets. The last bull market you will ever see.
It’s a miracle markets didn’t notice this “damned if you succeed damned if you don’t” type of inevitable checkmate
I have been building a bunker
omgwtfbyobbq | 35 minutes ago
esseph | 17 minutes ago
nelaggy | 4 hours ago
JacobAsmuth | 4 hours ago
badrequest | 3 hours ago
AndrewKemendo | 3 hours ago
AnotherGoodName | 2 hours ago
jacquesm | 2 hours ago
In that sense AMD is still better positioned to give NVidia a run for their money but given the family connection and AMD's underdog status I am not very hopeful that we'll see meaningful competition in inference hardware any time soon.
NVidia is a much harder nut to crack than OpenAI or Anthropic. They are easily a decade ahead of viable competition. Check out the GB300 if you don't believe that.
coredog64 | 2 hours ago
pcmoritz | 3 hours ago
yhjc2692 | 3 hours ago
pcmoritz | 3 hours ago
yhjc2692 | 3 hours ago
pcmoritz | 2 hours ago
asparagui | 3 hours ago
pcmoritz | 3 hours ago
The Tenstorrent ISA is documented btw https://github.com/tenstorrent/tt-isa-documentation, I wonder if one could do the verification end-to-end with the hardware.
fancyfredbot | 3 hours ago
Also I guess this is the final nail in the coffin of Tensorflow.
ismailmaj | 2 hours ago
Since HW specifics live mostly in the kernel layer (Pallas or CUDA), I imagine the Jax vs PyTorch question is more of a style preference now?
tuna74 | 2 hours ago
nico | 2 hours ago
cavisne | 2 hours ago
dalemhurley | an hour ago