Irrational Analysis focuses on the semiconductor industry, with opinions based on public info and research. The author had a positive experience with Tenstorrent, receiving an invitation for discussion from David Bennet. The author raises the topic of bias and transparency, highlighting a meeting discussing Tenstorrent’s technical overview. The company plans to implement chiplet architecture in their next generation. The author found the architecture compelling, especially regarding the use of baby RISC-V cores. They had concerns about latency but left the meeting hopeful about Tenstorrent’s future in the AI hardware market. The author touches on valuation, comparing Tenstorrent to other companies in the industry.
https://irrationalanalysis.substack.com/p/tenstorrent-and-the-state-of-ai-hardware