leo_e 30 minutes ago

Impressive numbers on paper, but looking at their site, this feels dangerously close to vaporware.

The bottleneck for inference right now isn't just raw FLOPS or even memory bandwidth—it's the compiler stack. The graveyard of AI hardware startups is filled with chips that beat NVIDIA on specs but couldn't run a standard PyTorch graph without segfaulting or requiring six months of manual kernel tuning.

Until I see a dev board and a working graph compiler that accepts ONNX out of the box, this is just a very expensive CGI render.

pclmulqdq 5 hours ago

It needs a "buy a card" link and a lot more architectural details. Tenstorrent is selling chips that are pretty weak, but will beat these guys if they don't get serious about sharing.

Edit: It kind of looks like there's no silicon anywhere near production yet. Probably vaporware.

  • embedding-shape 5 hours ago

    Nice wave they've been able to ride if it's vaporware, considering they're been at it for five years. Any guesses to why no one else seemingly see the obvious you see?

    • pclmulqdq 4 hours ago

      Look at the CGI graphics and indications in their published material that all they have is a simulation. A It's all there without disclosing an anticipated release date. Even their product pages and their news page don't seem to have indications of this.

      Also, the 3D graphic of their chip on a circuit board is missing some obvious support pieces, so it's clearly not from a CAD model.

      Lots of chip startups start as this kind of vaporware, but very few of them obfuscate their chip timelines and anticipated release dates this much. 5 years is a bit long to tapeout, but not unreasonable.

      • embedding-shape 4 hours ago

        > Even their product pages and their news page don't seem to have indications of this.

        This seems indicative enough for me, give or take a quarter or two probably, from the latest news post on their website:

        > VSORA is now preparing for full-scale deployment, with development boards, reference designs, and servers expected in early 2026.

        https://vsora.com/vsora-announces-tape-out-of-game-changing-...

        Seems they have partners as well, who describe working together with a Taiwanese company as well.

        You never know, guess they could have gotten others to fall for their illusions too, it's not unheard of. But considering how long time something like this takes to bring to market, that they have dev-boards ready is months rather than years at least gives me enough to wait until then to judge them too harshly.

        • lukan 2 hours ago

          "that they have dev-boards ready is months rather than years at least gives me enough to wait until then to judge them too harshly."

          So far, they just talk about it.

Ethan312 an hour ago

Always good to see more competition in the inference chip space, especially from Europe. The specs look solid, but the real test will be how mature the software stack is and whether teams can get models running without a lot of friction. If they can make that part smooth, it could become a practical option for workloads that want local control.

bangaladore an hour ago

I love that the JS loads so slow on first load that it just says "The magic number: 0 /tflops"

N_Lens 4 hours ago

An FP8 performance of 3200TFLOPS is impressive, could be used for training as well as inference. "Close to theory efficiency" is a bold statement. Most accelerators achieve 60-80% of theoretical peak; if they're genuinely hitting 90%+, that's impressive. Now let's see the price.

all2 5 hours ago

288GB RAM on board, and RISC V processors to enable the option for offloading inference from the host machine entirely.

It sounds nice, but how much is it?

  • rq1 4 hours ago

    The next generation will include another processor to offload the inference from the RISC V processors used to offload inference from the host machine.