GeneralDiffusionisbuildingthescienceeveryfrontierrequires.
WeWearearepursuingpursuingaacentralcentralquestion:question:cancanmachinesmachineslearnlearntotounderstandunderstandcomputationcomputationthethewaywaythetheworld'sworld'sbestbesthardwarehardwareengineersengineersdo?do?EveryEveryfrontierfrontierhumanityhumanityisisbettingbettingonondependsdependsononheterogeneousheterogeneouscomputecompute——diversediverseprocessorsprocessorsworkingworkingsimultaneouslysimultaneously——PhysicalPhysicalAI,AI,fusionfusionenergy,energy,precisionprecisionmedicine,medicine,autonomousautonomousvehicles,vehicles,sovereignsovereigndefense,defense,spacespacesystems,systems,superintelligence.superintelligence.NoNointelligenceintelligencelayerlayerexistsexiststotoorchestrateorchestrateit.it.GeneralGeneralDiffusionDiffusionisisbuildingbuildingthatthatlayer.layer.
TheThenextnextgenerationgenerationofofsupercomputesupercomputeisisheterogeneous:heterogeneous:CPU,CPU,GPU,GPU,ASIC,ASIC,andandFPGAFPGAoperatingoperatingsimultaneouslysimultaneouslyatatgigawattgigawattscale.scale.TodayTodaythatthathardwarehardwareisisorchestratedorchestratedbybyarmiesarmiesofofhumanhumanspecialists.specialists.TheTheefficiencyefficiencylostlostininthethegapgap——thetheMismatchMismatchTaxTax——isis70%,70%,measuredmeasuredacrossacrossproductionproductionAIAIinfrastructureinfrastructureandandindependentlyindependentlyvalidated.validated.AtAt$200B+$200B+ininannualannualAIAIinfrastructureinfrastructurespend,spend,thatthatisisoverover$140$140billionbillionwastedwastedeveryeveryyear,year,andandititgrowsgrowswithwitheveryeverynewnewchipchiparchitecture.architecture.
EveryEverypriorpriorapproachapproachbuildsbuildsthethebrainbrainfirstfirstandandthenthenfightsfightstotomakemakeititrunrunononthethehardware.hardware.GeneralGeneralDiffusionDiffusioninvertsinvertsthis.this.OurOurfoundationfoundationmodelsmodelslearnlearnthethephysicsphysicsofofthetheprocessorsprocessorstheytheyrunrunonon——thethe"ChatGPT"ChatGPTmoment"moment"forforeveryeveryfrontierfrontierthatthatdependsdependsononheterogeneousheterogeneouscompute.compute.NoneNoneofofthemthemcancanbuildbuildthis.this.AllAllofofthemthemneedneedit.it.
SuperintelligenceSuperintelligencewillwillnotnotemergeemergefromfrombiggerbiggermodelsmodelsororfasterfasterchipschipsalone.alone.ItItwillwillemergeemergewhenwhenthethecomputecomputethosethosemodelsmodelsrunrunononisisfinallyfinallyasasintelligentintelligentasasthethemodelsmodelsthemselves.themselves.ThatThatisisthetheproblemproblemGeneralGeneralDiffusionDiffusionisissolving.solving.
ComputationComputationacrossacrossphysicallyphysicallyheterogeneousheterogeneoushardwarehardwareobeysobeyslearnablelearnablelaws.laws.WeWeareareestablishingestablishingthosethoselawslaws——advancingadvancingthetheco-evolutionco-evolutionofofheterogeneousheterogeneouscomputationcomputationandandintelligence.intelligence.
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