AMD acquires Taalas to boost inference performance by etching models in silicon
theregister.com57 points by itvision an hour ago
57 points by itvision an hour ago
https://ir.amd.com/news-events/press-releases/detail/1296/am...
AMD could have saved their money and used their own hardware! I've got a language model doing 60k tok/s on AMD hardware already, a Xilinx Kria K26 SOM, with the weights baked into URAM/BRAM with zero DRAM in the token loop. Same thesis as Taalas: single-stream decode is bandwidth bound, so stop fetching weights from far away. Caveats stacked high, obviously. It's 3.16M parameters (tinystories, and I also have a kevin-speak lemmatised version), the tokens are characters, and the 60k record is 16 streams that each remember exactly one token of context, so it's blisteringly fast at saying nothing. The honest build with full context and KV caching still does ~19k tok/s on one stream though. I keep messing with the blogpost with the live demo, but I'm planning on flipping it to live in the next day or two This is probably a win-win. The team gets paid, and we get greater assurance that their best ideas and architectures -- which are truly impressive -- are going to see the light of day in actual products. They were too small for this to be a meaningfully sized purchase for AMD, there's real risk they get sucked into a team that ultimately delivers sqat, not to mention the chances of anything being delivered in an even remotely consumer-priced bracket are definitely out the window Honestly, this is starting to make more and more sense. SOTA models are starting to converge to certain architecture and capabilities. I wouldn’t be surprised we end up with a base model ASIC + “fine tune” card where it’s a physical LoRA style adapter. Imagine a multi-modal model with 1000's of tokens per second. Realtime inference for a host of applications. This is a BIG deal and will change the landscape in unfathomable ways. The https://chatjimmy.ai demo was impressive. Once models settle down this makes sense. Imagine a cartridge with a physical model on it. You purchase a cartridge and stick it in your computer/phone/server. Want to upgrade? By a new 'cartridge'. This should bring inference cost down dramatically, I wonder how OpenAI/Anthropic feel about that. Wouldn't this mean someone with sufficient hardware could lift the SOTA model weights off the chip? Or are you saying that these chips would only be used internally by these companies and not sold to the public? I don’t get why this is an issue? You can run Claude/OpenAI SOTA models through Amazon bedrock. These weights have to live somewhere to run on Bedrock. The technical aspects of SOTA models are not publicly documented. How do you know if something is converging? SOTA American models are not. SOTA Chinese models are. From a physics aspect, closed source models cannot be too far from open source ones in terms of size. There’s only so much you can squeeze out a B100 style cluster even with fancy Dflash style diffusion model for the speculative model. If we had deepseek v4 flash 0731 etched on a chip it would be more than capable enough and fast enough for so many people's needs, even hardcore engineer. if they were still exponentially increasing, they wouldn't be preparing for an IPO. IPO is where companies go to die and founders escape. I don't think there'll be a fine tune card; you'll have the base model vintage whatever year, and then your GPU will do whatever LoRA layers you want it to do; the LoRA will wrangle older dated models into the current of whatever your looking at. But yeah, for things like programming, if it can do linux and python and some go and sql and javascript, larger domains can be threaded with LORA While this design is self-limiting I think its a good approach. It doesn't take an entirely new architecture or infinite memory to produce significant performance improvement. Well so much for that dream. Guess we can look forward to picking these up ex-enterprise on ebay for under $5k a pop in a decade or two so qwen3.x-27b on hardware? or better deepseek-v4-flash on hardware . I wrote them an email asking for PrismML Bonsai 27b Ternary which is like 6b or something crazy small and would be a lot easier for them to do initially.
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