Jim Keller responds to Sam Altman’s $7 trillion plan

Response from Jim Keller to Sam Altman

Yes, GPUs like Nvidia’s H100 are the hardware powerhouse behind current AI tools, and there’s incredible demand for these products, but no one is actually fully satisfied. First of all, H100s artificial intelligence are not the most efficient solutions, but they have become the only option when there is no alternative. Nvidia CEO Jensen Huang even artificial intelligence processor architectures are more important than the quantity of these processors told. CEO of OpenAI Sam Altman and legendary CPU developer who now develops AI and HPC processors at Tenstorrent, building architectures at Intel, AMD, and Apple Jim Keller says the same thing.

“I can do it for less than $1 trillion,” Keller replied to Altman’s X post, which suggested increasing funding for the AI ​​chip initiative to $8 trillion.

If you are not familiar with the details, let me summarize for you: Sam Altman says that every country should have a huge artificial intelligence power. However, neither Nvidia nor TSMC can afford this alone. For this, Altman, on a global scale rebuilding the chip industry wants. He also held meetings with various investment funds, managers and leaders for this giant initiative.

But in its simplest form, it essentially suggests that the semiconductor supply chain needs to be radically expanded. We don’t know how grounded this plan is, but both Keller and Nvidia CEO Huang are talking about artificial intelligence. Rather than producing more chips, these processors will become more sophisticated. He says it should. According to Keller, the priority should be simplifying the supply chain. This can reduce margins and prices. Keller then says that faster chips need to be made.

An architecture optimized and specifically developed for AI can indeed deliver the desired efficiency and performance. On the other hand, Altman’s $7 trillion investment target is too big to be realized. Of course, it is not impossible, but such a resource is larger than the foreign debt of most major global economies and giant sovereign wealth funds. Moreover, in order to secure production, Altman must purchase or have control over a chip manufacturer with the latest technologies in this field.

Source

https://www.techpowerup.com/319235/jim-keller-offers-to-design-ai-chips-for-sam-altman-for-less-than-usd-1-trillion

https://www.tomshardware.com/tech-industry/artificial-intelligence/jim-keller-responds-to-sam-altmans-plan-to-raise-dollar7-billion-to-make-ai-chips

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