NVidia are SCARED!

46 Comments

1. Sorry I mispronounced tenstorrent, my bad

2. 🎯 Key Takeaways for quick navigation:

   00:00 🚀 Nvidia's dominance in AI faces a potential challenge from TransTorrent, a design company led by industry veterans Jim Keller and Roger Koduri.
   01:50 🏗️ TransTorrent's key innovation is its open-source approach using RISC-V, which offers programmable, customizable, and licensure-free solutions in contrast to closed proprietary IPs like Nvidia's.
   03:15 💡 Unlike Nvidia or AMD, TransTorrent provides programmable and modifiable solutions, crucial for evolving AI demands where specific IP adaptability is essential.
   04:37 🌐 TransTorrent's approach focuses on hybrid solutions, addressing the blurred lines between different AI models, making it more adaptable and efficient than Nvidia's specialized GPU strategy.
   05:47 🔄 In an open ecosystem, TransTorrent's open, hybrid, and adaptable model contrasts Nvidia's closed, proprietary, and costly approach, potentially disrupting the market dynamics.
   09:24 🚀 TransTorrent believes RISC-V will dominate data centers due to its faster evolving software system, contrasting with Intel's and AMD's slower proprietary software development.
   11:45 💰 TransTorrent's model challenges the status quo by promoting open-source solutions, potentially leading to the rise of numerous chip makers, disrupting the semiconductor industry.
   14:19 🔍 To dethrone Nvidia, companies must focus on areas Nvidia is neglecting, like open-source AI stacks or specialized parallelization, instead of replicating Nvidia's existing strategies.
   16:28 🛠️ Entropy in corporations and increasing dehumanization could create opportunities for disruptive models like TransTorrent, challenging established giants like Nvidia.

   Made with HARPA AI

3. Perfect,
   Thanks for sharing .

4. Truths in this presentation, thank you for being open and honest with your findings, you are of a dying or breed.

5. hard disks are not going away because ssds exist, ssds can not be used for long term data storage, hard disks will always be necessary, so there is really no point of hard disk manufacturers to pay attention to ssds.

6. Over the next 10 years the market will require more capacity? Yes, the capacity will be provided by Nvidia as always. Smaller players will have to buy the gpus like everyone else, if they can't afford it they will have to buy cheaper models. Taking this argument and coming to the conclusion that new chip manufacturers will enter the market is nonsense. The trend is clear, firms that produce cpus and gpus and storage devices will become less over time, not more.

7. Thinking more on this, you can see why Xilinx was such a key pickup for AMD. Being able to sell a chip with it's own FPGA you can customize for a specific AI workload is a great idea. Then selling a GPU or dedicated chip that can perform that task is a killer sell. If ROCm was as easy to use as CUDA they would be able to have the whole stack under control.

8. You talk about recency bias, how about your confirmation bias?

9. paraphrasing Coreteks: "7900 series worst cards made by AMD"
   GPU sales: 7900 series at current prices are selling like hotcakes.

10. I hope they go bankrupt

11. If Linux can take over software, then RISC5 can take over hardware…

12. Solid and interesting analysis, as always.

13. Where can I find information on the images at 8:10 of the video?

14. x86 licence FEee ive never encountered it? ? ? ? ?

15. I basically see your videos as I love the way you speak, and your knowledge is amazing. Nvidia reminds me of the INTEL of old under Andy Grove who wrote the headline making book ONLY THE PARANOID SURVIVE. When he was the head INTEL that company could not be overtaken by any other company because he was always scared, and he made his company work so hard to make sure no other company takes any lead. The current CEO of NVidia is the same: he is scared, always scared. He will never give an inch. He will push boundary after boundary to be the leader of the industry. I am now 61 years old and started using computers when were called word processors way back in 1980. I always keep the latest machine with the greatest hardware. My GPU has always been Nvidia. I tried ATI two times and both cards failed. No Nvidia card has ever failed for me. I am right on AMD 7950X. I wanted to upgrade to the 7950X3D but when I saw virtually no performance increase, I decided to wait. In the meantime, I bought a gaming laptop with the 13980HX, and I am amazed by the speed. For my desktop when I had no choice but to upgrade to a new DDR 5 motherboard, I had the choice of going for RAPTOR lake, but I said to myself: AMD is giving an upgrade route while INTEL is end of life for this socket and the very high-power draw scared me. So, I thought I was safe in AMD land. Surprise. Surprise. INTEL Is now releasing updated RAPTOR lake which should beat any AMD processor, even their 3D ones. So, I think even when INTEL is so down with its antiquated chip making facilities it is not letting AMD really take over in any way. Once it catches up it will again push AMD towards the grave. Nvidia is the same. I am an Indian and Raja Koduri seems like a nice guy, but he has constantly failed as does not have the craziness of the current NVidia CEO. The guy can do anything. Make any gamble but his gambles are very calculated and mostly pay off. I am now just a little scared of the new upcoming 5 series products as I think the GPU will be the complete computer where you install a CPU and SSD inside! I just hope I am not tempted to upgrade as already my current machine is using a 1200W power supply.

16. So TSMC calls or puts😭😭😭

17. I gave upon investing and have AI do it for me, but it keeps buying more nvidia😭

18. It's interesting seeing how RISC-V is evolving. Something I think we will see become widespread in the near future is companies creating custom, hybrid solutions that combine RISC-V platforms as a base, but with highly customized, or even unique, proprietary IP blocks embedded alongside or within them. Every company will be able to have their own custom hardware designs, done either in-house or through specialist design companies, that they have IP rights over, working side by side with the open standard instructions, and potentially other IP licenced from third-parties. It will be the kind of heterogeneous computing AMD have been pushing, but far more customized and instead of customers being limited to AMD IP (or whoever) they will design their own, or take different ones from different designers and combine them with the open standard. Any company that can facilitate this process, from design co-ordination and IP integration, all the way to arranging fabrication and packaging, in a way that is more rapid and nimble than the big incumbents, will take off and become huge.

19. I remember the Sun Microsystems computer in the engineering lab at NJIT in Newark, NJ had 1 GB of ram. That was 1996. It was unheard of. : )

20. Why Intel even allowed these guys to leave is beyond me. They're the greatest minds for GPU's and CPU's.

21. Holy crap! Your commentary in this video is on another level. Good stuff.

22. Hey you should cover the feud between George Hotz and Jensen, he talked about It in a recen podcast with Lex Friedman

23. No, no, no, not android. Anything but android……………………… 😞

    There were GUI operating systems around before Microsoft bought out windows for workgroups 3.11.
    All sitting on DOS what was it? DOS 5?

    That were better than android. From a user's point of view.
    I traveled the Z80A, road with an (Aussy) Dick Smith System 80 in 1982.

    Up through the Intel 386 SX then DX.
    All Home assembled until my last pc an I7 I had built specificality to run The Witcher 3 With a Titan X. In 2015.
    Been playing it ever since.

    Or am I thinking about the Z80 era?
    Bugger old age has stuffed my memory.

    The bigger the company the more room for fools.
    The more room for fools the more fools in the room.

    My place is only big enough for one. So only one fool in it, me.

    Have fun folk's.

24. Let me know when it arrives. I'll be interested in how it handles graphics. But I am also interested in IF/How, UnReal 5 is going to change things. On the graphics front. Will we be able to run high Q graphics without a high Q card?

25. Here! The more you but the more you save! 😂

26. Thanks for another quality video Corteks. Any chance of investigating A.I hardware and the benchmarking of it? How can we measure performance of A.I.? Is anything readily available to measure the use of AI on GPU vs GPU, CPU vs CPU, GPU vs GPU?

27. 15:43 And that's why nothing is going to change. Anything that will disrupt the apple cart will just be bought out and thrown in some dark dungeon where the big mega corps lock away all the innovative stuff that could threaten their stranglehold. This has been Silicon Valley's M.O. for years now.

28. AMD and Intel should really watch this! Jim Keller as an industry veteran completely understands the "hole in the market" not just from the technological, but business model perspective as well! Tenstorrent concept and model is excellent and their approach is future proof. I just hope its not way too much advanced and forward looking as industry might not be ready for something like this and would rather let Nvidia milk it even more… Nevertheless something new and innovative including open source is much needed as Nvidia becomes something like a monopoly on the AI market, getting more powerful and more wealthier by every hour… just imagine what would happen if they would merge with Arm…

29. A very astute video into the nature of Corporate Structures as much as it is technology.
    Irony as everything is being forced into the Corporate Structure of operation now days including Public Services and Government. Talking to a DB developer startup who's company was going Public Listing – I mentioned to him it would be a great time to get out and look at something new. As Companies – Structures become too large, they fall in on their own foot print.

    As one advocating for Open AI systems and keeping Software and Hardware Open and accessible – this is good news.

30. Closed system where you can do nothing or open source where you have to do many things yourself? I think the thing that's the easiest to use will win. And I'm pretty sure that would be some user friendly but effective AI.

31. Thank you coreteks team…

32. I like AMD going into chiplets. And I will not judge chiplets on video cards, until the technology is more mature.

33. Hope a company uses this open hardware to make an affordable 4K 240Hz nano-LED gaming monitor.

34. Both WD and Seagate both have made the successful transition from hard disks to SSD, I am sure other companies have made the change.

35. AMD Radeon's poor efficiency, lack of features, their lying and terrible pricing had me purchasing a 4090… I still bought into their new AM5 platform though.

36. if i had drank a shot when ever u said "disrupt" i would be dead

37. 7900xtx owner here, first amd gpu and best gpu i ever had since 1997. you are butthurt about amd not sending you samples

38. cheap low gate count fpgas are programmable and already do what you are talking about.

39. By the way We are still waiting for the death of apple 😂.

40. If NVIDIA goes down, another greedy giant will wake up.😂 The market will always create an NVIDIA, , Apple

41. 😂😂 another Nvidia will die video. Schrödinger's 😺 I guess !

42. AMD cannot beat NVidia, so he ran to Intel, fail as well. But now he is going to beat NVidia 😂

43. hey lets rebrand the same hardware and use software to make the numbers look better. we'll call it AI. EFF NVDA

44. Mr.Raja is the Nvidia Killer ..King Shark

45. Isn’t Raja just a charlatan and the real talent is Keller

46. One of your best videos, well potrayed. I am designing a RiscV accelerator, and i can first hand say the pace of software development and maturity is impressively fast. An area where RIsc V lagged was verification tooling, and this has been maturing well and is becoming more robust. Also, almost all the cool innovation in hardware is happening in RiscV. The biggest advantage is this velocity and freedom. We're already reaching the limits of silicon, which means that now specialization is the way to go to extract the next magnitudes of compute performance