“So rather than having like, we don't have a compiler whatsoever. There's no compiler. There's no translator, no tooling that's involved in actually taking those and getting that to, you know, for your common, you know, Huggy Face Transform models to be able to then have that execute on our device.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Thomas Sohmers
Opinion
Sohmers: Hardening silicon for specific AI models is obsolete in months
“Doing any of that, like, hardening for specific Model things. I don't think lasts more than, you know, two or three months at the rate that the industry moves at.”
Thomas SohmersAug 18, 2025▶ 30:11⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Insight
Sohmers: AI hardware over-indexes on raw FLOPS instead of memory bandwidth
“Everyone else was focusing on the wrong things. They were just trying to have more and more flops when memory bandwidth, memory capacity were the real, real bottlenecks.”
Thomas SohmersAug 18, 2025▶ 6:26⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
PredictionDidn’t hold up
Sohmers: NVIDIA Blackwell memory bandwidth efficiency will be lower than Hopper
“All indications are, even though they, you know, more than doubled the theoretical memory bandwidth going from Hopper to Blackwell, the actual percentage of theoretical that you can achieve is, again, going to be less than the previous generation”
Thomas SohmersAug 18, 2025▶ 14:53⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
AssertionOpen · timeframe Aug 2026
Sohmers: Positron hardware achieves 70% higher performance than NVIDIA at lower power
“So, you know, what that actually results in is like today, we're you know, able to achieve about you know, 70% higher performance than NVIDIA with the cards that we're shipping today. Significantly lower power and price point.”
Thomas SohmersAug 18, 2025▶ 16:28⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Insight
Sohmers: Requiring workload recompilation creates fatal friction for AI chip adoption
“If you are requiring a user or having yourself as the company needing to actually recompile a workload, that's already one step too far, even if you assume it works perfectly.”
Thomas SohmersAug 18, 2025▶ 21:05⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
AssertionContradicted
Sohmers: Google Veo and Imagen 3 are pure autoregressive transformers, not diffusion
“A lot of things have actually been moving away from diffusion to being pure autoregressive transformers for image and video generation. So like the latest, yeah, there's a VO three and since image and three on, on Google side have been pure autoregressive movi…”
Thomas SohmersAug 18, 2025▶ 43:48⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
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