Jeff Tatarchuk of TensorWave appears on theCUBE and NYSE Wired at the New York Stock Exchange, NYSE to discuss TensorWave's AMD-first strategy for scaling graphics processing unit, GPU infrastructure for artificial intelligence, AI factories. Tatarchuk draws on experience building GPU-first infrastructure to explain the strategic bet on AMD, NeoCloud economics and open-source tooling. They discuss supply constraints, software ecosystems and enterprise adoption and they outline the company's approach to securing data center power and capacity while scaling AI compute across cloud and edge environments.
Key takeaways include TensorWave's $350 million series B led by AMD and Magnetar, a concentrated effort to secure data center power and capacity, a plan to double capacity this year and pursue gigawatt-scale deployments by 2027, and advancement of ScalarLM, an open GPU-agnostic training and inference stack that simplifies migrations between NVIDIA and AMD.
The conversation covers GPU architecture and performance, ROCm and CUDA software ecosystems, open-source tooling and migration strategies, funding and partnerships and operational factors to consider when deploying large-scale AI infrastructure.
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In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Jeff Tatarchuk, co-founder, chief growth officer and chief GPU officer oc TensorWave, joins theCUBE + NYSE Wired's Gemma Allen to discuss TensorWave's AMD-first strategy and the infrastructure race to power the AI supercycle. Tatarchuk traces TensorWave's origins to an earlier FPGA cloud that became AMD's internal testing environment after Xilinx was acquired, giving the team an early window into AMD's roadmap and the conviction to go all-in when GPU demand exploded in 202...Read more
