| I don’t see how they’re going to commercialise this as a cloud compute service. For one, they’ve built a chip that operates in a fundamentally different way to other chips. So any other company that wanted to use it would have to invest a considerable amount of resources in building up the institutional knowledge to use it effectively. Additionally, the lack of virtual memory and multi-tasking support renders it pretty much impossible to divide up compute between multiple customers. So, commercialising this would require customers renting out the whole unit, which is contrary to how cloud computing usually works. Are there companies out there that have the capital and use cases necessary to fit into Dojo Cloud? Maybe, though not one I’ve worked for. Would they trust the stable genius currently heading up Tesla enough to make such an investment? Perhaps, but I wouldn’t, but what do I know? |
Only if you want to subdivide the compute on each dojo chip. You can still provide multi-tenant, support by allocating entire dojo chips to a single customer at a time. Even traditional time division multi-tasking is possible as long as you’re happy to accept multi-second long time slices. Then the overhead of clearing an entire dojo chip (or batch of chips), and setting up a new application, isn’t too high.
If you’re doing AI workloads, then none of the above are an issue. Training a large net takes days to weeks of continuous, single task computation. So selling dojo access in whole 1 hour blocks is a perfectly reasonable thing to do.