TechTechPotato | Investing in America's Semiconductor Future: What's Next? @TechTechPotato | Uploaded August 2022 | Updated October 2024, 13 minutes ago.
#sponsored by IBM
Investing in manufacturing chips is one thing, but there needs to be a consolidated effort in the research and development of the materials behind next-generation semiconductors, as well as the training of the people behind it all. Part of the CHIPS Act funding is to build a series of National Semiconductor Technology Centers, and there is an effort to push for the first of such hubs to be based in Albany, NY, as it already has a mix of commercial, academic, and state partnerships investing in doing exactly that. Today we're looking at why this matters, and why Albany is suited to be the first.
[0:00] This is 2nm!
[0:22] Securing the Supply Chain
[2:15] Why IBM?
[3:55] Research at Albany NanoTech
[5:02] ASIC Coalition
[6:38] $52 Billion CHIPS Act
[8:45] Inside the Labs and Fabs and 2nm
[10:10] Materials Research
[11:55] Companies, Universities, and Government
[12:44] Heterogeneous Integration Research
[14:03] Solving the big problems
[15:21] US Investment in Semis
Many thanks to Wendell from @Level1Techs for his additional insights and epic camera skills!
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If you like these videos and want to see more, Patreon helps support this channel: patreon.com/TechTechPotato
Follow Ian on Twitter at twitter.com/IanCutress
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If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : geni.us/AmazonUS-TTP
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Amazon Other : geni.us/TTPAmazonOther
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Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #ad #ibm
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include Armari, Facebook, IBM, Linode, MediaTek, NordPass, Qualcomm.
#sponsored by IBM
Investing in manufacturing chips is one thing, but there needs to be a consolidated effort in the research and development of the materials behind next-generation semiconductors, as well as the training of the people behind it all. Part of the CHIPS Act funding is to build a series of National Semiconductor Technology Centers, and there is an effort to push for the first of such hubs to be based in Albany, NY, as it already has a mix of commercial, academic, and state partnerships investing in doing exactly that. Today we're looking at why this matters, and why Albany is suited to be the first.
[0:00] This is 2nm!
[0:22] Securing the Supply Chain
[2:15] Why IBM?
[3:55] Research at Albany NanoTech
[5:02] ASIC Coalition
[6:38] $52 Billion CHIPS Act
[8:45] Inside the Labs and Fabs and 2nm
[10:10] Materials Research
[11:55] Companies, Universities, and Government
[12:44] Heterogeneous Integration Research
[14:03] Solving the big problems
[15:21] US Investment in Semis
Many thanks to Wendell from @Level1Techs for his additional insights and epic camera skills!
-----------------------
If you like these videos and want to see more, Patreon helps support this channel: patreon.com/TechTechPotato
Follow Ian on Twitter at twitter.com/IanCutress
Follow TechTechPotato on Twitter at twitter.com/TechTechPotato
If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : geni.us/AmazonUS-TTP
Amazon UK : geni.us/AmazonUK-TTP
Amazon CAN : geni.us/AmazonCAN-TTP
Amazon GER : geni.us/AmazonDE-TTP
Amazon Other : geni.us/TTPAmazonOther
-----------------------
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #ad #ibm
------------
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include Armari, Facebook, IBM, Linode, MediaTek, NordPass, Qualcomm.
![[29] Ian Interviews: David Bennett, COO Tenstorrent](https://i.ytimg.com/vi/eUqanjudcGQ/hqdefault.jpg "[29] Ian Interviews: David Bennett, COO Tenstorrent
One of the most important things for any tech startup creating silicon is developers. Getting as many developers on board as possible. Today I spoke with David Bennett, CCO of Tenstorrent, to talk about their go-to-market strategy and what it means for the casual developer on the street.
[00:00] Intro
[01:40] Galaxy: The DGX Competitor
[02:50] Whats the lead product? IP or ML or RISC-V?
[06:25] How are strategic investors involved?
[08:05] Is there a market for AI IP?
[09:40] Is there a product design feedback loop?
[12:25] What major verticals are interested?
[14:09] Does the name JIM KELLER open doors?
[15:30] Customer influence on the roadmap?
[17:25] Why are most announced customers today in Asia?
[18:55] What new business has been unexpected?
[20:10] Balancing IP vs selling own hardware?
[22:00] When can we buy Tenstorrent hardware on Amazon?
[23:40] Whats the open source strategy?
Need POTATO merch? Theres a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #tenstorrent #aidevelopment
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent, TSMC.")
![[24] Jim Keller Interview 2: AI Hardware on PCIe Cards](https://i.ytimg.com/vi/fOUB73dZXEo/hqdefault.jpg "[24] Jim Keller Interview 2: AI Hardware on PCIe Cards
Written version: https://morethanmoore.substack.com/p/interview-with-jim-keller-tenstorrent?utm_source=youtube&utm_campaign=auto_share
Updated Audio! https://www.youtube.com/watch?v=YOiXomG9FhE&feature=youtu.be
Well, its official. I finally got to meet the guy in person. Jim now leads an startup called Tenstorrent, designing ML hardware and software, with a lot of clever people in the team. In this interview, we discuss RISC-V, Chiplets, IP, Expertise, and if theyll sell PCIe cards.
[00:00] Spicy talk
[00:33] Q1: Moving from CTO to CEO
[01:48] Q2: Tenstorrent and Software
[05:30] Q3: Incoming Hiring Mentality
[07:29] Q4: Why have cores, why RISC-V?
[09:28] Q5: Chiplets?
[11:37] Q6: Is Tenstorrent an AI company or an IP company?
[14:56] Q7: Differentiation and Expertise
[16:48] Q8: Use Tenstorrent To Make Tenstorrent
[19:50] Q9: AI on EDA: Unintelligible Outputs
[21:25] Q10: Auditable Hardware
[22:47] Q11: New Clean Sheet Designs
[24:25] Q12: Comfortable!
[24:58] Q13: One Core = One Chip = One System
[27:00] LOLs
[29:00] Q14: Customer System Sizes
[30:30] Q15: Selling PCIe Cards? Yes!
[33:17] Q16: Customer Announcements?
Big Ball of Mud Paper: https://www.researchgate.net/publication/2938621_Big_Ball_of_Mud
Even though Tenstorrent is a client of my analyst business, this interview was not sponsored content.
Need POTATO merch? Theres a chip for that!
http://merch.techtechpotato.com
http://more-moore.com : Sign up to the More Than Moore Newsletter
https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server!
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #jimkeller #tenstorrent
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Tenstorrent.")
![[21] Emma Haruka Iwao, Google Cloud breaks π](https://i.ytimg.com/vi/iUjfRBfSN-o/hqdefault.jpg "[21] Emma Haruka Iwao, Google Cloud breaks π
Ive spoken a lot about Pi, and world records on how to calculate it, but Emma has done it again with a new WR: 100 trillion digits! In this interview, we go through why this record is interesting (to us) from the hardware perspective.
You can follow Emma on Twitter: www.twitter.com/yuryu
Read Googles Blog Post here: https://cloud.google.com/blog/products/compute/calculating-100-trillion-digits-of-pi-on-google-cloud
Watch Matt Parkers video on Pi^Pi^Pi^Pi: https://www.youtube.com/watch?v=BdHFLfv-ThQ
If you like these videos and want to see more, Patreon helps support this channel: https://www.patreon.com/TechTechPotato
Follow Ian on Twitter at http://twitter.com/IanCutress
Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato
If youre in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links.
Amazon USA : https://geni.us/AmazonUS-TTP
Amazon UK : https://geni.us/AmazonUK-TTP
Amazon CAN : https://geni.us/AmazonCAN-TTP
Amazon GER : https://geni.us/AmazonDE-TTP
Amazon Other : https://geni.us/TTPAmazonOther
Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore
#techtechpotato #emmaharukaiwao #googlecloud #pi
More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include Armari, Facebook, IBM, Linode, MediaTek, NordPass, Qualcomm.")
