Tensordyne 发布 Napier 推理芯片,用对数运算替代矩阵乘法
Tensordyne 公布其 Napier AI 推理引擎架构,核心思路是把数据转成对数后用加法替代矩阵乘法,官方称相比 Nvidia 和 AWS 的混合架构性能提升一个数量级以上,价格与功耗更低。Napier 采用 3nm 工艺、1380 亿晶体管,支持 NVFP4、FP8、FP16,FP8 稠密算力 2.1 petaflops,配备 144 GB HBM4 和 256 MB SRAM,单芯片功耗 300 瓦,对比 B300 GPU 的 1200 瓦。公司计划 2026 年底开放云端访问,2027 年第一季度向客户交付 beta 版 TDN Pod 系统,2027 年第二季度末开始出货。
a good idea. If the Tensordyne architecture pans out and can support all of the big inference engines, and Tensordyne can get enough HBM to make them in high volume, this may be a DeepSeek moment for AI hardware. RK Anand, one of the co-founders of Tensordyne, tells The Next Platform that Broadcom is the chip shepherd for the Napier compute engine and that with Broadcom being the third largest buyer of HBM memory on the planet and the third largest buyer of chip wafers from Taiwan Semiconductor
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