It was in David Schor's original graph with the same title. He hadn't updated it in a while, so I wanted to put some fresh numbers in. Maybe I should put '+ selected others' in the title.
It's interesting how successful Habana was with a relatively small amount of funding.
It's also interesting that in March 2017 Intel entered into an agreement to buy Mobileye and then in October 2017 Intel led Series A funding for Horizon Robotics, a Chinese startup competitor to Mobileye.
It could be their way of hedging their bet. Or, even if they think Mobileye will dominate the non-Chinese market, they might've correctly judged that Chinese auto makers will only use a Chinese chipmaker (if a competitive one is available).
I don't think they have a large equity stake in it. They didn't participate in the Series B and Series C funding, as far as I can tell. They were just helping to get it off the ground. Helping a potential future competitor get off the ground.
Both Mobileye and NVIDIA have ADAS/self-driving car engagements in China with some of the largest automakers there as well as EV startups. But: "Indeed, 75% of China’s ADAS-equipped (advanced driver-assistance system) cars and Level 3 (autonomous driving under certain circumstances) vehicles will be supported by Chinese suppliers by 2030, up from 20% in 2019, investment bank CITIC Securities projects." (CITIC Securities is a Chinese state-owned investment bank.) Which is always how it works with China. Whether they will achieve that goal is another thing, but they will manipulate the market to achieve it if they make it a key goal.
it all just makes me wonder why Intel led the round of funding.
Groq's design has nothing to do with turbo. The superlane design means that hard real-time latency constraint workloads have no tail latency - everything takes the same time, regardless of the data input.
I know, but I view the rigidity of an architecture that can't streamline processing of a smaller workload as a comparable shortfall.
I'm not saying it invalidates their approach, but people usually prioritize efficiency above predictability, unless predictability is an absolute necessity.
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sheh - Monday, April 19, 2021 - link
On first glance I saw 300M$ for groG, and thought, shiver me timbers!SarahKerrigan - Monday, April 19, 2021 - link
Why is Nuvia, building a general purpose server CPU, listed in the "AI pure-play" graph?mode_13h - Monday, April 19, 2021 - link
Fair point. Regardless, it lends some useful perspective.Ian Cutress - Monday, April 19, 2021 - link
It was in David Schor's original graph with the same title. He hadn't updated it in a while, so I wanted to put some fresh numbers in. Maybe I should put '+ selected others' in the title.29a - Tuesday, April 20, 2021 - link
Just leave it wrong, no need to deviate from standard practices.mode_13h - Monday, April 19, 2021 - link
I think most of that funding will probably just go to buying some fab capacity.:-/
Yojimbo - Monday, April 19, 2021 - link
It's interesting how successful Habana was with a relatively small amount of funding.It's also interesting that in March 2017 Intel entered into an agreement to buy Mobileye and then in October 2017 Intel led Series A funding for Horizon Robotics, a Chinese startup competitor to Mobileye.
mode_13h - Monday, April 19, 2021 - link
It could be their way of hedging their bet. Or, even if they think Mobileye will dominate the non-Chinese market, they might've correctly judged that Chinese auto makers will only use a Chinese chipmaker (if a competitive one is available).Yojimbo - Monday, April 19, 2021 - link
I don't think they have a large equity stake in it. They didn't participate in the Series B and Series C funding, as far as I can tell. They were just helping to get it off the ground. Helping a potential future competitor get off the ground.Both Mobileye and NVIDIA have ADAS/self-driving car engagements in China with some of the largest automakers there as well as EV startups. But: "Indeed, 75% of China’s ADAS-equipped (advanced driver-assistance system) cars and Level 3 (autonomous driving under certain circumstances) vehicles will be supported by Chinese suppliers by 2030, up from 20% in 2019, investment bank CITIC Securities projects." (CITIC Securities is a Chinese state-owned investment bank.) Which is always how it works with China. Whether they will achieve that goal is another thing, but they will manipulate the market to achieve it if they make it a key goal.
it all just makes me wonder why Intel led the round of funding.
mode_13h - Monday, April 19, 2021 - link
> Groq’s Q100 TSP will take the same time to inference workload without any quality-of-service requirementsThis is like how Ampere tried to spin the fact that Altra has no useful boost capability.
> This is especially important in analysis that requires batch size 1, such as video.
Complete BS. There's no problem batching video, particularly if you're concurrently processing multiple streams!
The only time you really can't use batching is when you have a hard-realtime latency constraint, such as in robotics or self-driving cars.
Ian Cutress - Monday, April 19, 2021 - link
Groq's design has nothing to do with turbo. The superlane design means that hard real-time latency constraint workloads have no tail latency - everything takes the same time, regardless of the data input.mode_13h - Tuesday, April 20, 2021 - link
> Groq's design has nothing to do with turbo.I know, but I view the rigidity of an architecture that can't streamline processing of a smaller workload as a comparable shortfall.
I'm not saying it invalidates their approach, but people usually prioritize efficiency above predictability, unless predictability is an absolute necessity.
arkhamasylum87 - Tuesday, April 20, 2021 - link
How about Ampere Computing? since you had Nuvia, it should be part of selected others.ai_semi - Tuesday, June 1, 2021 - link
Cerebras funding numbers are way off. They’ve raised more than 400M974homes8 - Friday, December 3, 2021 - link
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