July 8th, 2024

RISC-V AI Chips Will Be Everywhere (2022)

RISC-V AI chips, exemplified by Esperanto's ET-SoC-1 chip with over 1,000 cores, are set to revolutionize AI processing. Industry forecasts predict substantial growth, challenging traditional architectures and promoting innovation.

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RISC-V AI Chips Will Be Everywhere (2022)

RISC-V AI chips are gaining momentum, driven by the demand for AI and machine learning applications. Esperanto Technologies has developed the ET-SoC-1 chip, featuring over 1,000 RISC-V cores consuming only 20 watts. The industry is projected to witness a significant increase in RISC-V technology adoption, with an estimated 25 billion AI chips generating $291 billion in revenue by 2027. This shift signifies a notable advancement in AI processing capabilities, challenging traditional architectures like x86 and Arm.

Esperanto's innovative approach aims to compete with powerful GPUs in AI recommendation systems by leveraging RISC-V's streamlined instruction set. The ET-SoC-1 chip, with 1,088 ET-Minion cores and four ET-Maxions, offers high performance at low power consumption, outperforming conventional AI accelerators. Intel's strategic investment in RISC-V further validates the architecture's potential, fostering collaboration with key players like Andes Technology, SiFive, and Ventana Microsystems to drive innovation and adoption.

Overall, the surge in RISC-V AI chips marks a significant shift in the semiconductor industry, emphasizing the importance of open-source architectures and customized solutions to meet the evolving demands of AI and machine learning technologies.

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By @LarsDu88 - 5 months
RISC-V is mostly a hedge against ARM at this point IMO.

Part of the strategy of commoditizing your complement: https://gwern.net/complement

Similar thing going on right now with the rampant open sourcing of LLMs

By @What2159 - 5 months
RISC-V has the budget of China behind it so essentially all the money.
By @lizknope - 5 months
Most people don't realize that most chips have more processors than just the main CPU cluster. The PCIE and DDR PHYs often have tiny low end CPU cores used for things like link training. There may be 10 of those CPU cores and these are the kinds of things that are being replaced by RISC-V. You don't need a fast CPU for this stuff.

Eventually RISC-V may have CPU cores fast enough to compete with high end ARM and x86 cores but it will take a while and incentive from the chip companies to design those high performance RISC-V cores. Some of that incentive may come from ARM raising license fees.

By @Incipient - 5 months
Feels like the main driver for RISC-V being successful (in the mid-long term) will be China and if they want to dump mega billions into pushing out western architectures.

Short term we won't see it "everywhere". Without a powerhouse to push it, I find it hard to see/say if it'll be able to catch up or what that'll look like (see Linux example).

By @Cyberdog - 5 months
I don't know. It feels to me at this point like the RISC-V revolution and the year of Linux on the desktop will happen at around the same time.