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Tenstorrent and the State of AI Hardware Startups

Semi-custom silicon is a bigger program than Nvidia.

If any AI hardware startup can break through the Nvidia and semi-custom (Google TPU, Amazin Trainium, Microsoft Maia, Meta <whatever the fuck it’s called>) silicon moats, it’s them. Given that ARM is aggressively raising license prices and royalty rates and has (metaphorically) nuked Qualcomm, RISC-V CPU IP clearly has a bright future. If Tenstorrent executes on their next generation and spend another 18-36 months on improving the software stack, they have a credible chance of meaningful sales into the rapidly growing inference market.

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