Tenstorrent Wormhole Analysis – A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot

Tenstorrent is in the news a lot for picking up Jim Keller as CTO, but their hardware and software are achieving something truly magical. The powerful Wormhole chip can scale out to many chips, servers, and racks without any software overhead, something Nvidia cannot do.

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Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

Intel is struggling against TSMC, AMD, Apple, Nvidia, Amazon, etc.
They have a potential ace which would allow them to remain at the heart of datacenter and force industry dependency.
Co-packaged silicon photonics is Intel’s Trojan Horse into the foundry business!

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