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Infiniband is being replaced with UEC (and it isn't needed for inference). For inference there is no moat and smart players are buying/renting AMD or Google TPUs.


I didn't know you can you buy Google TPUs now?


What you really want to buy is a Ming Mecca chip. Original model came out around 2003, but they've been iterating. These things are bigger than AMD or nvidia silicon, actually even much larger than a gigantic Cerebras wafer, typically 500-900 million USD in price. As you could guess, Ming Mecca is not broadly publicized, historically used for NSA crypto cracking although now adapted to AI and used for data crunching from gathered messages. More recently all those gathered messages have been used for training strategic /tactical intelligence developments to oversee and deploy resources optimally via a cluster of, at least last I heard, 18 Ming Mecca v7 chips


You can pay to use them https://cloud.google.com/tpu



The Coral TPUs are closer if anything to what's in Pixel phones. In particular they're limited to iirc 8-bit integer types, which puts them in a very different category of applications compared to the kind of TPUs being talked about here.


these are not remotely like anything Google uses in the datacenter, even a decade ago.


Do you have evidence for this? I don’t think Nvidia is switching to Ultra Ethernet, just adding it to the product line-up


Sorry, I don't mean Nvidia is adopting UEC (they probably hate it). I should have said UEC can substitute for Infiniband.




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