How are they clever? Their core product AI chips seem OK, but why the sudden bet on RISC-V. And Jim Keller even puts out some ridiculous statements about RISC-V taking over the data center in 5 to 10 years. To me they seem to be losing focus, or maybe it's that their core products won't be as good as expected so they had to come out with all kinda hype driven stuff to pull in more investments.
>And Jim Keller even puts out some ridiculous statements about RISC-V taking over the data center in 5 to 10 years.
Not at all ridiculous. RISC-V is inevitable.
Tenstorrent already has a design, Ascalon, which is strong enough to be competitive with what's expected from Zen5. And they've already licensed it to LG.
Performance is competitive if we believe their marketing talk comparing unreleased CPU products. Saying it's inevitable, I'd like to have whatever crysty ball you got there.
It could end up having a silver lining if RISC-V talent/knowledge becomes less monopolized.