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Deep dive on Graphcore’s Bow AI accelerator and wafer-on-wafer hybrid bonding technology including the purpose, advantages, cost, process flow, and whose semiconductor manufacturing tools are utilized
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Tesla has flipped the hardware world on its head by creating a chip with GPU levels of compute, more than the highest end networking chips IO, and high levels of flexibility. They utilize a integrated fan out system on wafer that achieves better scale up and scale out performance than Nvidia, Graphcore, Cerebras, Groq, Tenstorrent, SambaNova, or any other AI training startup.
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Graphcore, a $2.8B AI startup, looks like a failure! Their hardware and software simply don’t measure up.
They are require twice as much 7nm silicon to achieve slower results with worse pricing, TCO, and software support.
