David Gurra
speaker
2,056 appearances
266 recordings
8 series
first heard May 2025
last heard 5 Jun
David Gurra’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.
Appearances
Who do you need to partner with on that?
How do you expect to be manufacturing here in the U.S.
or abroad?
Yeah, so I mean, there's a few big parts of the supply chain, and this is common for us as well as many other semiconductor firms in this space.
Really, you need logic wafers, memory wafers, which is HBM, and then you need rack build-outs.
And so those are the big parts of our supply chain.
TSMC is well-recognized as the best provider of logic wafers.
And then the memory wafers, there's the big three, which are SK Hynix, Samsung, and Micron.
And then there's a whole range of providers
across the rack and manufacturing side.
One of the big things that if you want to manufacture in very large volumes, we hear about these multi-gigawatt deals that are coming out.
These require billions of dollars of manufacturing and then actually setting up hundreds of millions of dollars put into setting up supply chains in advance of delivering that.
That's a big part of what we're excited to be able to do now.
You left Google in 2022, and the goal was creating a better chip from scratch, Reiner.
But have you been impressed by the leaps that TPU has taken?
It seems to have impressed the market.
What is it that you felt wasn't at Google for you that you now can build better?
Yeah, so I think what is really required is if you want to absolutely nail the LLM workload, you have to be willing to break compatibility with previous chips.
And so one of the strong guarantees you see all of the existing players providing is you can take a program that was written on my previous generation chip or my generation of chips five years ago and it will run on my next generation chip.
And so a lot of what that means is there are constraints on, my chip has to support all of the previous number formats I supported.
Showing 1461–1480 of 2,056 · page 74 of 103
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