The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Sohmers: Hardening silicon for specific AI models is obsolete in months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.”
Sohmers: Positron AI requires zero compilers to run Hugging Face models
“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…”
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.”
Agrawal: Positron ASIC will lead all silicon in memory capacity by 2027
“So we are going to be coming out with our ASIC and then like later, it will have more memory capacity than any other silicon in late 2026 or in 27, actually.”
Sohmers: Positron AI hardware achieves 93% of theoretical memory bandwidth
“And so our fundamental architecture is enabling us, you know, today with hardware that we're shipping right now to be achieving, you know, 93% of the theoretical memory bandwidth of our device consistently across all use cases.”
Agrawal: Positron cannot beat NVIDIA on matrix-matrix performance per dollar today
“Thomas said that, you know, we are accelerating matrix vector. It doesn't mean that we can't do matrix, matrix. We can, and we can do it fairly well. It's just that the point becomes is like, are you really beating NVIDIA on it from a perf per dollar? And if y…”
Sohmers: NVIDIA will have a very good decade ahead despite startup challengers
“The reality is NVIDIA is going to have a very, very good decade ahead for them. And The market is growing so fast that all of us in the space trying to take them on can be very happy with, you know, very, very small wins in the space.”
Sohmers: Transformer inference is memory-bound with a 1:1 FLOP-to-byte ratio
“And on the other side of this chart, you have the case of a transformer where when you're actually, you know, doing attention, Or really just any case where you're doing, you're fundamentally doing matrix vector multiplication rather than matrix matrix multipl…”
Agrawal: Positron AI counts Cloudflare and Parasale as early hardware customers
“So we have customers in Cloudflare and Parasale, both using us Cloudflare because of performance per watt.”
Sohmers: Cray-2 was the last major system with balanced memory-to-compute ratio
“And if you look at sort of traditional big iron compute systems, the last like major compute, compute platform that had that balance of memory to compute ratio was the Cray two supercomputer.”