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Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

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Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

#101

Earlier quoted context omitted.

Not that it matters, but Microsoft has been doing AI accelerators for a bit too - project Brainwave has been around since 2018 - https://blogs.microsoft.com/ai/build-2018-project-brainwave/

Yeah I worked in the hardware org around this time. We got moved from under Xbox org to azure and our main work became AI related accelerators

Very cool! Catapult/Brainwave is what got me into hardware & ML stuff :)

Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

#103
post #8

Google has been using its own TPU silicon for machine learning since 2015. I think they do all deep learning for Gemini on ther own silicon. But they also invented AI as we know it when they introduced transformer architecture and they’ve been more invested in machine learning than most companies for a very long time.

I'm 99.999% sure that the claim of "all deep learning for Gemini on their own silicon" is not true. Maybe if you restrict it similarly to the Deepseek paper to "Gemini uses TPU for the final successful training run and for scaled inference" you might be correct, but there's no way that GPUs aren't involved for at minimum comparability and more rapid iteration reasons during the extremely buggy and error prone point o…

Internally, TPU is much cheaper for the same amount of compute compared to GPU, so I don't see much reasons why they need to use GPU. Probably >99% of compute budgets are spent on TPU. It might be true if you say these Just to clarify, TPU has been in development for a decade and it is quite mature these days. Years ago internal consumers had to accept the CPU/GPU and TPU duality but I think this case is getting rarer. I guess this is even more true for DeepMind since itself owns a ML infra team. They likely be able to fix most of the issues with a high priority.

Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

#106
post #93

Earlier quoted context omitted.

Yes, CUDA has a history. And it shows. CUDA has very bad integration with the OS for example. It's time some other company (Microsoft sounds like a good contender) showed them how you do this the right way. Anyway, this all distracts from the fact that you don't need an entire "OS" just to run some arithmetic primitives to get transformers running.

> CUDA has very bad integration with the OS for example. If you want to cherry pick anything, you can. But in my eyes, you're just solidifying my point. Software is critical. Minimizing the surface is obviously a good thing (tinygrad for example), but you're still going to need people who are willing and able to write the code.

OK, but Microsoft is a software company ...

Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

#108
post #65

Made where? Isn’t foundry capacity the limiting factor on chips for AI right now?

By cutting the middle man out, MS could pay TSMC more than nvidia per wafer and still save money.

This is the whole game right here.

Re: Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips

#109
post #8

Google has been using its own TPU silicon for machine learning since 2015. I think they do all deep learning for Gemini on ther own silicon. But they also invented AI as we know it when they introduced transformer architecture and they’ve been more invested in machine learning than most companies for a very long time.

I'm 99.999% sure that the claim of "all deep learning for Gemini on their own silicon" is not true. Maybe if you restrict it similarly to the Deepseek paper to "Gemini uses TPU for the final successful training run and for scaled inference" you might be correct, but there's no way that GPUs aren't involved for at minimum comparability and more rapid iteration reasons during the extremely buggy and error prone point o…

That's a strange position to take with such high certainty. Google has been talking about training on TPUs for a long time. Many ex and current employees have been on the record talking about how much nicer the Google internal training infra using TPUs is. GPU is an afterthought for Google's inference and non-existent in training.
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