The Ledger
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Nvidia's Peak FLOPs Are Impossible to Hit Due to Power Throttling
“That operation runs at, you know, 70, 80% of peak utilization, and it's limited not by software, but by power. The way NVIDIA quotes peak flops is a little optimistic. You never hit that because of power throttling”
Movva: AI Agents Can Now Run Autonomously for an Hour
“Agents are capable of running for an hour at a time. I wouldn't say it's days, but definitely an hour is quite suitable today.”
Cerebras Achieves 21PB/s Memory Bandwidth Versus Nvidia Blackwell's 10TB/s
“Cerebus quotes petabytes per second, 21 petabytes per second for their wafer scale engine three. And so, compare that to HBM on an NVIDIA Blackwell is you know, 10 terabytes per second or so in that range.”
Nvidia Blackwell Has 288GB of HBM but Only 500MB of SRAM
“Blackwell has 288 gigabytes of HBM capacity around the logic die, and the logic die itself maybe only has like 500 megabytes of SRAM. So it's possibly multiple orders of magnitude, three orders of magnitude difference in density for DRAM versus SRAM.”
Movva: KV cache frequently exceeds model weight size
“You have to store a representation for every token that we sent through the language model. And it frequently Gets to be larger than the weights of the model themselves.”
Movva: Liquid cooling packs a megawatt of compute into eight refrigerator-sized racks
“Like, a megawatt of compute You know, you'd imagine this, like, massive data haul, like a huge warehouse, basically, and now you can actually pack that into, yeah, around, like, around, like, eight racks for the compute. Each rack is about the size of a refrig…”