[HN Gopher] Tesla Packs 50B Transistors onto D1 Dojo Chip
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       Tesla Packs 50B Transistors onto D1 Dojo Chip
        
       Author : crishoj
       Score  : 78 points
       Date   : 2021-08-28 14:31 UTC (8 hours ago)
        
 (HTM) web link (www.tomshardware.com)
 (TXT) w3m dump (www.tomshardware.com)
        
       | mrtnmcc wrote:
       | I wonder how their neural network structures informed the
       | hardware design, such as the dimensions of tensor products. Or is
       | Dojo trying for as general purpose ML as possible? I imagine
       | there is a tension between software and hardware teams where
       | Karpathy's team is always changing things while the hardware team
       | wants specs/reqs.
       | 
       | The "tiles of tiles" chip architecture seems like an Elon-
       | obvious, let's just scale what we have approach. Do their neural
       | networks map to that multiscale tiling well?
        
       | TekMol wrote:
       | The article starts with this statement:
       | Artificial intelligence (AI) has         seen a broad adoption
       | over the past         couple of years.
       | 
       | And continues:                   At Tesla, who as many know is a
       | company that works on electric         and autonomous vehicles,
       | AI has         a massive value to every aspect         of the
       | company's work.
       | 
       | Who is writing like this? And why?
       | 
       | What would Tom's Hardware lose if they left out this type of
       | cheap fillwords?
       | 
       | Should I also start writing like this?
       | 
       | Is this type of "reader hostile writing" a new thing or have
       | newspapers always written like this?
       | 
       | These are not rhetorical questions. I am honestly confused.
        
         | Dunedan wrote:
         | > [...] AI has a massive value to every aspect of the company's
         | work.
         | 
         | That's also just wrong. During the recent "Tesla AI Day", when
         | asked during Q/A, Elon Musk specifically mentioned that they
         | intentionally use machine learning only for very few cases:
         | Q: "Is Tesla using machine learning within its manufacturing,
         | design         or any other engineering processes?"
         | Elon: "I discourage use of machine learning, because it's
         | really         difficult. Unless you have to use machine
         | learning, don't do it. It's         usually a red flag when
         | somebody is saying 'We wanna use machine         learning to
         | solve this task'. I'm like: That sounds like bullshit.
         | 99.9% of the time you don't need it."
         | 
         | https://www.youtube.com/watch?v=j0z4FweCy4M&t=9307s
        
         | SmellTheGlove wrote:
         | It reads like Bart Simpson's report on Libya.
        
         | CharlesW wrote:
         | IMO that first paragraph is great, especially for readers who
         | may not have your level of industry knowledge and technical
         | acumen. It efficiently contextualizes the article and addresses
         | a common complaint that I often see even on HN -- the failure
         | to clearly answer "What is this and why does this matter?"
        
           | TekMol wrote:
           | So you tell me the readers of a hardware site who click on a
           | title "Tesla Packs 50 Billion Transistors Onto D1 Dojo Chip"
           | hear for the first time about the term Artificial
           | Intelligence?
        
             | CharlesW wrote:
             | The article doesn't explain or even define "AI", so I'm
             | going to respectfully disagree with your premise.
             | 
             | I understand that you consider the writing objectively
             | "hostile", but the simpler explanation is that you're just
             | not the audience.
        
         | jliptzin wrote:
         | Definitely not written by a native English speaker, and if it
         | was, that person needs to get a new career.
        
           | [deleted]
        
       | ksec wrote:
       | Big Numbers are good for headline. But it doesn't put anything in
       | context.
       | 
       | Die Size is 645mm^2 on a 7nm. This is important because we know
       | the reticle limit which is around ~800mm^2.
       | 
       | The Nvidia AI Chip has 54 billion transistors with a die size of
       | 826 mm2 on 7nm.
       | 
       | I recently saw a Ted Talk, If Content is King, then Context is
       | God. I think it capture everything that is wrong in today's
       | society.
        
         | zamadatix wrote:
         | The maximum die size is interesting but not really the point.
         | The context is more the complexity and capability of the chip,
         | for which transistor count is about as good a measure as you're
         | going to fit in the headline. The immediate subheading jumps to
         | telling you FLOPs which is another attempt at summarizing the
         | capabilities of the chip quickly. Once you have the info that
         | it's large and fast the body serves to provide the detailed
         | context. From that view the title serves to identify the
         | primary context well - a very complex chip, come read more
         | about it.
         | 
         | One basic thing I didn't see in the body was power consumption
         | though, anyone know more details on that?
        
           | adrian_b wrote:
           | 400 W
           | 
           | See e.g. https://semiwiki.com/artificial-
           | intelligence/302502-tesla-do...
        
         | abc_lisper wrote:
         | Where is this Ted talk? I couldn't find it
        
           | chacham15 wrote:
           | I think theyre referencing this:
           | https://www.youtube.com/watch?v=ZJ4GmZflpPI
        
       | gautamcgoel wrote:
       | Question: how many chips does Tesla need to buy in order to get a
       | reasonable unit price per chip? Obviously <10k is too small, but
       | is 100k reasonable? 1M?
        
         | ehsankia wrote:
         | Is that only considering the price per cheap deal they get from
         | TSMC, or also including the cost of d&d?
        
           | gautamcgoel wrote:
           | I'd be interested in both numbers. D&D = design and ?
        
             | adventured wrote:
             | Design and development.
        
       | sonium wrote:
       | The whole point of the die on silicone seems to be that this
       | maximizes the interface bandwidth and minimize latency between
       | the dies. If this true the next step would be to bring the multi
       | die modules as close as possible in three dimensions to
       | ultimately build a borg-cube like structure in zero-g with a
       | power source at its core.
        
       | m3kw9 wrote:
       | Black box numbers would be better in terms of physical size,
       | power usage and comparable training/inference times. Everything
       | else is hype.
        
       | jeffbee wrote:
       | Is that a lot?
        
         | throwaway4good wrote:
         | The Apple M1 chip, which is much smaller and has lower power
         | consumption, has 16B.
        
           | coronadisaster wrote:
           | Is that a lot?
        
             | throwaway4good wrote:
             | Yes.
        
           | senectus1 wrote:
           | worth pointing out that Dojo is meant to do one thing and one
           | thing only... ML
        
             | jeffbee wrote:
             | It can multiply _and_ add!
        
           | jeffbee wrote:
           | The nvidia A100 is larger and has 56B.
        
           | shadilay wrote:
           | M1 is on 5nm.
        
         | Someone wrote:
         | When comparing it to other large designs, I think it's not
         | exceptional, but also not in the back of the pack. This die is
         | 645mm2, or a square inch. We could create a wafer that size in
         | the 1960s (https://en.wikipedia.org/wiki/Wafer_(electronics)#St
         | andard_w.... Note these are for circular wafers, so a 1 inch
         | wafer is about 3/4 square inch), so in that sense, it isn't a
         | surprise that we can make such a chip.
         | 
         | We couldn't put 50B transistors on a square inch in the 1960s,
         | though. We can now.
         | https://en.wikipedia.org/wiki/Transistor_count lists several
         | larger designs.
         | 
         | So, the engineering is impressive, but not spectacular.
         | 
         | Also, this being a grid of interconnected CPUs means the design
         | is simpler than a single design filling the entire die would
         | be. It's 'just' repeating the same design over and over
         | (possibly with some small variations near the edge)
         | 
         | Of course looking at it without knowledge of the state of the
         | art it is astounding that we can even think of constructing
         | machines with 50 billion working parts
        
           | dasudasu wrote:
           | It's not wafer size, but reticle size which is the limit. 300
           | mm (diameter) is standard now, yet reticle size is only a
           | fraction of that.
        
       | Lio wrote:
       | This is made using TSMC's 7nm fab process so surly the number of
       | transistors in this chip is either enabled or limited by that
       | process, isn't it?
       | 
       | Honest question, how much is chip design a factor separate to fab
       | process?
        
         | tlb wrote:
         | Density is partly a function of the type of circuit. Memory is
         | denser than random logic, for instance. Interconnect eats a lot
         | of area and reduces density.
         | 
         | This chip is largely memory and multipliers, both of which are
         | pretty dense.
         | 
         | Fab processes improve over time to have higher density and
         | lower defect rate (which allows bigger chips while getting
         | acceptable yield). So it's not surprising to see a chip on the
         | same node but shipping a year or 2 later (than Ampere) having
         | more transistors.
        
           | Lio wrote:
           | Thank you, that's really interesting. So good design will
           | reduces things like interconnect to improve density.
        
       | throwaway4good wrote:
       | What process are these chips made with?
       | 
       | It says TSMC 7nm - is that DUV or EUVL?
        
         | ttul wrote:
         | I don't believe 7nm used EUVL, which would keep the cost down,
         | relatively speaking.
        
           | Dunedan wrote:
           | TSMC offers both DUV (N7, N7P) and EUV (N7+) for 7nm [1].
           | 
           | [1]:
           | https://en.wikichip.org/wiki/7_nm_lithography_process#TSMC
        
             | throwaway4good wrote:
             | I am curious if euvl (and associated high transistor
             | density) makes sense for this type of processor or it
             | simply would run too hot?
        
         | tromp wrote:
         | An extremely deep question...
        
       | jstandard wrote:
       | Non-hardware person here. How does the D1 compare to Cerebras
       | WSE-2 wafer chip with 2.6 trillion transistors?
       | 
       | The WSE2 is much larger obviously, but I would also think it can
       | result in a large performance boost given everything is on a
       | single chip.
        
       | minhazm wrote:
       | Tesla actually has a lot of expertise in chip design in Pete
       | Bannon and formerly Jim Keller. I think most people know who Jim
       | Keller is, but if not you can read his wikipedia[1]. Pete Bannon
       | is also an industry giant and worked with Jim Keller at PA Semi
       | and subsequently Apple on their A series chips. These two have
       | decades of experience designing chips that went into tens of
       | millions of devices. Tesla's FSD computer is in hundreds of
       | thousands of cars. They know what they're doing.
       | 
       | https://en.wikipedia.org/wiki/Jim_Keller_(engineer)
        
         | millerm wrote:
         | FSD computer is in over a million cars, btw. It's still
         | hundreds of thousands, but more like one thousand thousand.
        
         | mupuff1234 wrote:
         | The same Wikipedia page also states that Jim Keller left Tesla
         | awhile ago.
        
       | greesil wrote:
       | I'm always curious about the decision-making progress when
       | someone decides to make their own ASIC when there are somewhat
       | reasonable commercial alternatives. What was the advantage here
       | for Tesla?
        
         | ttul wrote:
         | Rolling your own ASIC makes sense if you need to churn out
         | enormous quantities for your own use. The actual cost of
         | fabrication is largely weighted toward non-recurring
         | engineering costs. Once the printing press fires up, chips are
         | very inexpensive.
         | 
         | Does Tesla need tens of thousands of these things?
        
           | minhazm wrote:
           | In the demo they said their ExaPOD is 3000 of these chips.
           | They have 10 cabinets with 6 tiles each, each tile has 25 of
           | these D1 chips in it. If they're successful with this they'll
           | likely build out multiple of these clusters.
        
           | greesil wrote:
           | Only if they're going to put it in their cars, right?
        
         | mirker wrote:
         | There are basically two options: Nvidia (A100) and Google
         | (TPU). Both are pretty closed and TPU also has restrictions on
         | competitors (e.g., like Tesla is to Waymo). Factor in cost over
         | the ~2 year depreciation curve and I'd imagine it gets kind of
         | easy to convince management. Given how there are also dozens of
         | similar attempts in the space, I'd wager it's not as hard as
         | designing a general purpose CPU. George Hotz has a few
         | interviews with a similar stance, and his company is in the
         | space as well.
         | 
         | For example, each A100 GPU is ~$10000. You probably want 8 for
         | a research workstation, so (with CPUs and other overhead)
         | that's over $100k for a researcher to use for 2-4 years. I
         | don't know how many GPUs Tesla needs in aggregate, but if it's
         | 1000, then that's $10M in GPUs. After capital expenses, you
         | have operating expenses, and custom accelerators like TPU have
         | higher performance per watt on the order of 2x. Combining
         | expenses, TPU is 2-3x cheaper than GPUs
         | (https://m-cacm.acm.org/magazines/2020/7/245702-a-domain-
         | spec...).
        
         | mchusma wrote:
         | I think I'm this case, the main advantage is controlling their
         | own destiny when it comes to building the types of models they
         | need.
         | 
         | I think in 25% of cases it will not get them significantly more
         | performance vs Nvidia.
         | 
         | There is a 50% chance that they can outperform off the shelf
         | chips by a significant amount to make it maybe worth it. (This
         | is pretty likely because dedicated hardware tends to outperform
         | general hardware).
         | 
         | However, there is maybe a 25% risk buying Nvidia doesn't get
         | them there soon.
         | 
         | So building their own chips de-risks the worst case, and it's
         | probably not that much more expensive (at Tesla scale). So
         | seems like a pretty good bet to me.
        
           | dragontamer wrote:
           | There are plenty of other, innovative companies specializing
           | on FP16 matrix multiplication systolic arrays.
           | 
           | For one, Google TPU. Another: Cerebras wafer scale AI. AMD
           | MI100. Etc etc.
           | 
           | Even if they screwed the pooch with Nvidia, there are plenty
           | of competitors in this space.
           | 
           | Now Tesla has to build its own software stack for large scale
           | distributed learning, which might be harder than the chip
           | design.
           | 
           | Is Tesla really the kind of company that wants to carry the
           | expensive loadstone of training and inference software +
           | hardware?
           | 
           | It's not like PyTorch is gonna run on this thing unless they
           | create a fork. And a huge advantage of things like NVidia are
           | NVlink / NVswitch. Both hardware, and software, that
           | efficiently distributes data at 600GBps across your GPU
           | clusters.
        
             | panick21 wrote:
             | > Is Tesla really the kind of company that wants to carry
             | the expensive loadstone of training and inference software
             | + hardware?
             | 
             | Yes. They are very much that kind of company. Tesla has
             | been pushing vertical integration and that is very much
             | Elon Musk whole approach for most of his companies.
             | 
             | Doing your own battery manufacturing and even supply chain
             | is considerably more expensive and complex compared to
             | making a chip and getting some software developers.
        
               | dragontamer wrote:
               | Battery manufacturing isn't vertically integrated at all.
               | They use Panasonic cells and are dependent on Panasonic's
               | half of the gigafactory.
        
             | londons_explore wrote:
             | I see only two reasons to do it yourself with multiple very
             | capable third parties out there which pretty much exactly
             | match the requirements:
             | 
             | 1) You hope to make it available to external customers and
             | turn it into a scale business. Your internal use is just
             | the first customer. You need your own hardware so you can
             | keep costs down at large scales.
             | 
             | 2). Someone's pet project was to design their own ML ASIC
             | and they thought it would look very good on their CV, and
             | the CEO took the bait.
             | 
             | Hopefully it's the first case!
        
               | mschuster91 wrote:
               | There's a third and fourth reason: the need to keep the
               | secret sauce secret and keep others from replicating it,
               | and that existing vendors aren't flexible enough to offer
               | what they want.
               | 
               | For all that Elon Musk values openness in some areas
               | (e.g. putting Hyperloop into public domain), he prefers
               | keeping stuff as vertically integrated as possible for
               | everything he deems to be essential to the business, for
               | maximum control.
               | 
               | Tesla has stakes in lithium mining operations, SpaceX has
               | their own metallurgy team and IIRC also a foundry, and
               | while they are using a Liebherr crane at the moment they
               | are thinking about building their own. And for that, it
               | makes sense - SpaceX is only one of Liebherr's customers
               | while SpaceX _depends_ on a crane that fits their needs -
               | so either they get Liebherr to customize their crane or
               | they build their own.
        
         | taylorportman wrote:
         | With the recent buzz about AI semiconductor design and drive
         | for domestic semiconductor manufacture they are likely
         | positioning themselves to be capable of investing in the next
         | generation of fabrication. Leverage with the government and
         | potential funding.
        
           | option wrote:
           | they aren't manufactured domestically. TSMC is in Taiwan. I
           | doubt very much that Tesla will want to own fabs.
        
             | tantony wrote:
             | Tesla has previously used Samsung's fab in Texas for their
             | HW3 chip. Is there any source saying D1 is built by TSMC
             | instead?
        
             | systemvoltage wrote:
             | I wonder if Elon has plans to tackle semiconductor
             | manufacturing and re-thinking the entire industry from
             | bottom-up? I've worked in semiconductor industry and it is
             | super old school stuck in the cold-war era management,
             | procedures and culture.
        
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