“Internet celebrity” chip Groq makes Nvidia evaporate 56 billion

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Media: In view of the widespread use of ChatGPT, it has triggered a rapid increase in the demand for AI computing power, causing NVIDIA’s AI chips to exceed supply and create a large-scale shortage. Now, Nvidia seems to be facing more challenges.

LPU 10 times faster than Nvidia GPU

In the past two days, an American artificial intelligence company called Groq has received widespread tracking and attention. The main reason is that its self-developed LPU chip has great advantages in artificial intelligence. A breakthrough in reasoning skills.

By optimizing the architecture and reducing memory bottlenecks, Groq’s LPU chip demonstrates high efficiency in large model Burundins Escort processing And low-latency features, the speed is far higher than that of NVIDIA GPU, the generation rate is close to 500 tokens per second, while GPT-4 is only 40 tokens.

Therefore, Groq LPU is known as [the fastest in historyLarge model technology].

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The working principle of Groq LPU is different from that of Nvidia’s GPU. It adopts an architecture called Temporal Instruction Set Computer (Temporal Instruction Set Computer). The memory used is static random access memory (SRAM), which is faster than that used by GPU. High-bandwidth memory (HBM) is about 20 times faster.

According to Groq’s first public benchmark test in January 2024, the Meta Llama 2-70B model powered by Groq LPU has an inductive performance 18 times faster than other top cloud computing providers. BI Escorts

artificialanalysis.aBurundins Escorti also show that Groq’s Burundi Sugar throughput rate can be said to be [far ahead].

To sum up, Groq’s architecture is based on small memory and large computing power, so the limited internal affairs that can be processed correspond to extremely high computing power Burundins Escort‘s power and attractionBurundins Sugardaddy cause its speed to be very fast.

Some analysts say that during the period when A100 and H100 are in absolute shortage, LPU may become a major model Burundins Sugardaddy A new choice for merchants.

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Grop is even more expensive to deploy than Nvidia

Now Groq is shocking the AI ​​industry with its lightning speed.

However, apart from the shock, many industries After calculation, people found that the price behind this speed may be too high.

Groq’s LPU chip abandoned HBI Escorts. BM, relies solely on SRAM for calculations.

Although this method does bring impressive calculation speeds, its cost-effectiveness has been questioned.

It is worth tracking that although Groq is still in use. The speed is excellent, but the cost behind Burundi Sugar Daddy is quite high

based on the operating cost in the next three years. , Groq’s hardware purchase cost is as high as 11.44 million US dollars, while operating costs are at least 762,000 US dollars.

According to this estimate, under the same throughput, Groq’s hardware cost is approximately 40 times that of H100, and its energy consumption cost is . 10 times.

If three years of operation are considered, the purchase cost of GroqBurundi Sugar hardware is US$1.144 million and the operating cost is US$76.2. Ten thousand.

On the other hand, for an 8-card H100 box, the hardware purchase cost is 300,000 US dollars, and the operating cost is about 72,000 or slightly lower.

Because the Groq memory capacity is relatively small (230MB). , when running the Llama-270b model, 305 Groq cards are needed to meet the demand, while only 8 cards are needed to use H100.

Therefore, judging from the current price, under the same throughput, Groq’s hardware The cost is 4Burundi Sugar and the energy consumption cost is 10 times.

In other words, Groq’s high-speed performance is the best. On the basis of unlimited single-card throughput capacity.

In order to achieve the same throughput as H100, Groq needs to use more graphics cards.

In this context, [speed] has become a factor of Groq. A double-edged sword.

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Groq’s slogan [Catch up with Nvidia within three years]

Recently, a user who claimed to be a Groq employee said when interacting with network users that Groq is committed to becoming the fastest new technology in the world. Night-scale model hardware, and vowed to surpass NVIDIA within three years.

However, as of the opening of US stocks on February 20, NVIDIA’s stock price fell by 4.35% in a single day, the largest single-day decline since October last year, and its market value. It lost 78 billion US dollars (approximately 560 billion yuan) overnight.

Although Groq is fast, its price is higher and it cannot currently compete with Nvidia’s SRAM technology, which has a large area and high power consumption. It has long been integrated into system-level chips (SoC) in the form of IP cores. It is not a stand-alone application, and its future development potential is far less than that of HBM. (High-bandwidth memory).

In terms of unit capacity, performance and power consumption, the HBM technology used in NVIDIA GPUs is superior to SRAM.

From a technical and performance perspective, GBI Escortsroq is currently unable to shake Nvidia’s position.

The reason is that Nvidia’s GPU products are versatile, while Groq’s products are ASICsBurundi Sugar (Purpose Integrated Circuit) is not a general-purpose product, but a customized product.

In other words, any artificial intelligence algorithm can use NVIDIA’s H200. , but only Mixtral and Llama2 can use Groq’s LPU

To use Groq products, large mold companies need to first clarify the requirements, specify the specifications, and then perform performance verification before the final products can be put into use. .

NVIDIA’s financial report once again confirmed its position as the biggest winner in the artificial intelligence wave.

NVIDIA released its performance report for the four quarters as of January 28, 2024, on February 22, Beijing time. .

The report showed that Burundi Sugar‘s quarterly revenue reached a record of US$22.1 billion, far exceeding Nvidia’s own and Wall Street expectations. , a year-on-year increase of 265%.

Full-year revenue also reached a new high, reaching 60.9 billion US dollars, a year-on-year increase of 126%.

Nvidia expects this quarter’s revenue to further climb to 24 billion US dollars. Later, its stock price rose by more than 10% after hours.

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Starting with:

Groq architecture Burundi Sugar Daddy features small memory and large computing power, which is suitable for frequent data transfer scenarios. It is fast but has limited throughput capacity on a single card and requires more cards. To ensure uniform throughput, speed is both an advantage and an advantage.

In addition, because the GPU ecosystem is extremely developed, Nvidia’s GPUs are not only powerful, but also have excellent performance and have gathered a large number of users and a rich ecosystem. The surrounding situation.

In contrast, Groq can currently only provide services for a few large models. If it wants to establish a sustained advantage in the low-latency field, it needs to expand its service scope and further reduce overall costs.

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Review and editor: Liu Qing


Original title: Popular丨”Internet celebrity” chip Groq makes Nvidia evaporate 560 billion

Article source : [Microelectronics signal: World_2078, WeChat public account: AI Chip Worldwide] Welcome to add tracking and attention! Please indicate the source when transcribing and publishing the article.


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