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Intel catching up on process leadership. And I think they will, um, it's going to take, yeah, Intel is going to catch up. Yeah. I think they'll do quite well.
Lightmatter will launch its interconnect product line (Passage) at high volume in 2024.
What happened: Lightmatter has not launched its Passage interconnect product line at high volume in 2024; the product remains in development or has only been offered in limited pilot deployments.
Verify at source ↗Google's done good work on this. Our VP of engineering led TPU at Google, and they had a paper in nature a couple of years ago where they were using an AI to actually design the floor plan of the chip and lay out the circuits. And you can get big advancements in this.
We've raised about $300 million from, uh, investors including Sequoia, spark capital, fidelity matrix, Google ventures.
Intel catching up on process leadership. And I think they will, um, it's going to take, yeah, Intel is going to catch up. Yeah. I think they'll do quite well.
If you look at, uh, you know, anthropic and all these other, uh, AI startups that are getting funded like crazy to build LLMS, Claude, uh, you know, from them, uh, they're, they're raising billions and it's all going straight to NVIDIA, which is amazing for, for Jensen and NVIDIA, but, but it's also kind of scary.
18 picojoules per bit for the typical type of inside the box communication that you would see with an Nvidia server or an AMD server, take that down to two picojoules per bit.
So on the compute side? Yes, we would be compared against Nvidia on the interconnect side. Not really.