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the conventional view is that datacenters require reliability
but if your workload tolerated 95% uptime? 90%? you could move workloads between sites if the dc drops and take advantage of underutilized (cheaper) capacity
I interviewed @neilmovva for @substratemag on latency-insensitive inference, alternative chips, and why massive datacenters face diseconomies of scale.
"We've always predicted that async inference is going to eat the world. That could easily be 95% or more of inference demand."
Neil's been at the frontier of inference for years, from NVIDIA to co-founding @sailresearchco. I learned a lot from our conversation - you can listen below.
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I interviewed @neilmovva for @substratemag on latency-insensitive inference, alternative chips, and why massive datacenters face diseconomies of scale.
"We've always predicted that async inference is going to eat the world. That could easily be 95% or more of inference demand."
Neil's been at the frontier of inference for years, from NVIDIA to co-founding @sailresearchco. I learned a lot from our conversation - you can listen below.
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AI is rapidly expanding the supply of therapeutic ideas, but turning them into effective medicines is still hard.
In our new essay, our co-founder Melissa J. Moore explores how better mRNAs can unlock novel medicines, and why mRNA’s most important chapter is still ahead.
kernalabs.substack.com/p/mrn…
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I sat down with @dylan522p and spoke with over a dozen people about his information machine.
"I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from."
Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here: substratemag.com/dylanpatel/…
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🏮Announcing the Lantern Summit in Shanghai🏮
In 2025, more new medicines launched first in China than anywhere else on Earth.
That has never happened before.
Drug development has two simultaneous accelerators:
• AI is collapsing design (weeks instead of years).
• China is collapsing development (physical iteration speed).
Here is why that matters, and what Western biotech is missing: 🧵
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🖼️ We’re adding support for vision fine-tuning. You can now fine-tune GPT-4o with images, in addition to text. Free training till October 31, up to 1M tokens a day. openai.com/index/introducing…
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super excited to launch vision fine tuning today - it was the top feature request to the fine tuning team. keep those ideas coming!
Replying to @OpenAIDevs
🖼️ We’re adding support for vision fine-tuning. You can now fine-tune GPT-4o with images, in addition to text. Free training till October 31, up to 1M tokens a day. openai.com/index/introducing…
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Welcome, AlphaChip!
Today, we are sharing some exciting updates on our work published in @Nature in 2021 on using reinforcement learning for ASIC chip floorplanning and layout. We’re also naming this work AlphaChip.
Since we first published this work, our use of this approach internally has grown significantly. It has now been used for multiple generations of TPU chips (TPU v5e, TPU v5p, and Trillium), with AlphaChip placing an increasing number of blocks and with larger wirelength reductions vs. human experts from generation to generation:
AlphaChip has also been used with excellent results for other chips across Alphabet, including Google’s Axion chip, an Arm-based general-purpose data center CPU.
In 2022, as a companion to the Nature paper, we open-sourced the code for the AlphaChip algorithms described in the Nature paper (see link below). Since then, external researchers could use this repository to pre-train on a variety of chip blocks and then apply the pre-trained model to new blocks, as was done and described in our original paper.
Today we’re also releasing a pre-trained AlphaChip checkpoint for the open source release that makes it easier for external users to get started using AlphaChip for their own chip designs.
Original Nature paper w/ wonderful joint first authors @Azaliamirh + @annadgoldie, and @mnyazgan, @joesmemory, @ESonghori, @ShenWangURC, @xylophi, @efjohnson, @pathomkar, @Azade_na, @PakJiwoo, Andy Tong, @kavyasrinivas23, @willhang_, @emretuncer, @quocleix, @JamesLaudon, @rh00, Roger Carpenter, and myself):
nature.com/articles/s41586-0… (PDF: rdcu.be/cmedX)
Today’s Addendum to the paper published in Nature: nature.com/articles/s41586-0… (same authors)
AlphaChip blog post: deepmind.google/discover/blo…
Open source release: github.com/google-research/c…
Pre-trained checkpoint: github.com/google-research/c…
Three things we have observed in the external community are described in the Nature Addendum: (1) not doing any pre-training (circumventing the learning aspects of our method by removing its ability to learn from prior experience) (2) not training to convergence (standard practice in ML methods), and (3) using fewer computational resources than described in our Nature paper (using fewer resources is likely to harm performance, or require running for considerably longer to achieve the same performance).
Pre-training the model for it to learn the craft of chip layout and to be able to generalize to new designs is an important part of our method. The pre-training process requires some effort to perform, since one has to find representative blocks and then run a lengthy computational process to pre-train the model to be good at placing those blocks. To avoid external users having to perform this process and make it easier for the external community to use AlphaChip, today we are releasing an AlphaChip model checkpoint pre-trained on 20 TPU blocks. This will enable users to get good zero-shot performance and faster convergence for novel blocks right out of the box. (For best results, however, we continue to recommend that developers pre-train on their own in-distribution blocks, and we provide a tutorial on how to perform pre-training with our open-source repository: see the Addendum).
Many organizations have used AlphaChip as a building block for their own chip design efforts. For example, MediaTek, one of the top chip design companies in the world, extended AlphaChip to accelerate development of their most advanced chips (e.g. the Dimensity Flagship 5G used in Samsung mobile phones), while improving power, performance and chip area.
We’re very excited about the increasing impact of AlphaChip internally and externally, and we look forward to continued work in this space to make custom higher performance, more efficient, and more capable chips dramatically easier to design and build.
Our AI for chip design method AlphaChip has transformed the way we design microchips. ⚡
From helping to design state-of-the-art TPUs for building AI models to CPUs in data centers - its widespread impact can be seen across Alphabet and beyond.
Find out more → dpmd.ai/3ZDRtYY
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We are sharing some exciting updates about our work on AI for layout optimization, more than five years after its inception! First, we are announcing its new name: AlphaChip!
deepmind.google/discover/blo…
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Replying to @stevenheidel @john__allard
huge thanks to the many others on the API team who helped with this launch: @andrwpng @michpokrass @oliviergodement @owencm @slessans @sherwinwu @willhang_
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Replying to @stevenheidel @OpenAI
huge shout-out to the fine-tuning eng team @john__allard @andrwpng @willhang_ and @slessans for sprinting all weekend to get this launched just days after the gpt-4o-mini launch
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Customize GPT-4o mini for your application with fine-tuning. Available today to tier 4 and 5 users, we plan to gradually expand access to all tiers. First 2M training tokens a day are free, through Sept 23.
platform.openai.com/docs/gui…
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We’ve introduced more enterprise-grade features for API customers, including enhanced security, administrative controls, new Assistants API capabilities, and tools to help better manage costs. openai.com/blog/more-enterpr…
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We're introducing new dashboards, metrics, and integrations in the fine-tuning API to give developers more control, and adding new ways to build custom models with OpenAI. openai.com/blog/introducing-…
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🎉 After months of Zoom + VSCode @willhang_ @zihuajliu and I are finally ready to release extension.dev @extensiondotdev with the world👋
The first low code extension builder. Create and share custom browser extensions 10x easier!
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Hello World! 🤚🌍
We are soo excited to share what we have been working on 🥳.
Chrome Extensions are confusing and hard to develop. So, we've spent the past year designing a simpler, more intuitive #lowcode/#nocode dev experience!
extension.dev 👈 join dev preview!
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We spent the last month building the most requested feature: running automations in the cloud (fitting day to release a cloud ☁️)
Excited to open up the beta once again! includeai.typeform.com/to/ks…
Use cases: Monitor lists for changes, run extractions on a schedule, API
It never feels ready, but I’m so excited to share what @willhang_, @zihuajliu, and I have been working on for the past year
A no code/low code Chrome extension builder!! 👀🎉🥳


















