[HN Gopher] Extropic is building thermodynamic computing hardware
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       Extropic is building thermodynamic computing hardware
        
       Author : vyrotek
       Score  : 78 points
       Date   : 2025-10-29 18:25 UTC (4 hours ago)
        
 (HTM) web link (extropic.ai)
 (TXT) w3m dump (extropic.ai)
        
       | quantumHazer wrote:
       | there is also Normal Computing[0] that are trying different
       | approaches to chips like that. Anyway these are very difficult
       | problems and Extropic already abandoned some of their initial
       | claims about superconductors to pivot to more classical CMOS
       | circuits[1]
       | 
       | [0]: https://www.normalcomputing.com
       | 
       | [1]: https://www.zach.be/p/making-unconventional-computing-
       | practi...
        
       | nfw2 wrote:
       | I don't really understand the purpose of hyping up a launch
       | announcement and then not making any effort whatsoever to make
       | the progress comprehensible to anyone without advanced expertise
       | in the field.
        
         | ipsum2 wrote:
         | That's the intention. Fill it up with enough jargon and
         | gobbledegook that it looks impressive to investors, while
         | hiding the fact that there's no real technology underneath.
        
           | frozenseven wrote:
           | >jargon and gobbledegook
           | 
           | >no real technology underneath
           | 
           | They're literally shipping real hardware. They also put out a
           | paper + posted their code too.
           | 
           | Flippant insults will not cut it.
        
             | ipsum2 wrote:
             | Nice try. It's smoke and mirrors. Tell me one thing it does
             | better than a 20 year old CPU.
        
               | frozenseven wrote:
               | More insults and a blanket refusal to engage with the
               | material. Ok.
        
               | ipsum2 wrote:
               | If you think comparing hardware performance is an insult,
               | then you have some emotional issues or are a troll.
        
               | frozenseven wrote:
               | Ah, more insults. This will be my final reply to you.
               | 
               | I'll say it again. The hardware exists. The paper and
               | code are there. If someone wants to insist that it's fake
               | or whatever, they need to come up with something better
               | than permutations of "u r stoopid" (your response to
               | their paper:
               | https://news.ycombinator.com/item?id=45753471). Just
               | engage with the actual material. If there's a solid
               | criticism, I'd like to hear it too.
        
               | maradan wrote:
               | This hardware is an analog simulator for Gibbs sampling,
               | which is an idealized physical process that describes
               | random systems with large scale structure. The energy
               | efficient gains come from the fact that it's analog. It
               | may seem like jargon, but Gibbs sampling is an extremely
               | well known concept with decades of work with connections
               | to many areas of statistics, probability theory, and
               | machine learning. The algorithmic problem they need to
               | solve is how to harness Gibbs sampling for large scale ML
               | tasks, but arguably this isn't really a huge leap, it's
               | very similar to EBM learning/sampling but with the
               | advantage of being able to sample larger systems for the
               | same energy.
        
           | maradan wrote:
           | "no really technology underneath" zzzzzzzzzzz
        
           | fastball wrote:
           | You not comprehending a technology does not automatically
           | make it vaporware.
        
         | lacy_tinpot wrote:
         | What's not comprehensible?
         | 
         | It's just miniaturized lava lamps.
        
           | nfw2 wrote:
           | A lava lamps that just produces randomness, ie for cryptology
           | purposes, is different than the benefit here, which is to
           | produce specific randomness at low energy-cost
        
       | d_silin wrote:
       | It is a hardware RNG they are building. The claim is that their
       | solution is going to be more computationally efficient for a
       | narrow class of problems (de-noising step for diffusion AI
       | models) vs current state of the art. Maybe.
       | 
       | This is what they are trying to create, more specifically:
       | 
       | https://pubs.aip.org/aip/apl/article/119/15/150503/40486/Pro...
        
         | A_D_E_P_T wrote:
         | An old concept indeed! I think about this Ed Fredkin story a
         | lot... In his words:
         | 
         | "Just a funny story about random numbers: in the early days of
         | computers people wanted to have random numbers for Monte Carlo
         | simulations and stuff like that and so a great big wonderful
         | computer was being designed at MIT's Lincoln laboratory. It was
         | the largest fastest computer in the world called TX2 and was to
         | have every bell and whistle possible: a display screen that was
         | very fancy and stuff like that. And they decided they were
         | going to solve the random number problem, so they included a
         | register that always yielded a random number; this was really
         | done carefully with radioactive material and Geiger counters,
         | and so on. And so whenever you read this register you got a
         | truly random number, and they thought: "This is a great advance
         | in random numbers for computers!" But the experience was
         | contrary to their expectations! Which was that it turned into a
         | great disaster and everyone ended up hating it: no one writing
         | a program could debug it, because it never ran the same way
         | twice, so ... This was a bit of an exaggeration, but as a
         | result everybody decided that the random number generators of
         | the traditional kind, i.e., shift register sequence generated
         | type and so on, were much better. So that idea got abandoned,
         | and I don't think it has ever reappeared."
         | 
         | RIP Ed. https://en.wikipedia.org/wiki/Edward_Fredkin
        
         | vlovich123 wrote:
         | Generating randomness is not a bottleneck and modern SIMD CPUs
         | should be more than fast enough. I thought they're building
         | approximate computation where a*b is computed within some error
         | threshold p.
        
         | TYPE_FASTER wrote:
         | https://en.wikipedia.org/wiki/Lavarand
        
         | jazzyjackson wrote:
         | I think that's underselling it a bit, since there's lots of
         | existing ways to have _A_ hardware RNG. They 're trying to use
         | _lots and lots_ of hardware RNG to solve probabilistic problems
         | a little more probabilisticly.
        
           | pclmulqdq wrote:
           | I tried this, but not with the "AI magic" angle. It turns out
           | nobody cares because CSPRNGs are random enough and really
           | fast.
        
       | rvz wrote:
       | This looks really amazing if not unbelieveable to the point where
       | it is almost too good to be real.
       | 
       | I have not seen benchmarks on Extropic's new computing hardware
       | yet but need to know from experts who are in the field of AI
       | infrastructure at the semiconductor level if this is legit.
       | 
       | I'm 75% believing that this is real but have a 25% skepticisim
       | and will reserve judgement until others have tried the hardware.
       | 
       | So my only question for the remaining 25%:
       | 
       | Is this a scam?
        
         | arisAlexis wrote:
         | Too good to be true, incomprehensible jargon to go along...
        
         | KaiserPro wrote:
         | I mean it sure looks like a scam.
         | 
         | I really like the design of it though.
        
         | unsupp0rted wrote:
         | I doubt it's a scam. Beff might be on to something or
         | completely delusional, but not actively scamming.
        
           | vzcx wrote:
           | The best conmen have an abundance confidence in themselves.
        
             | delichon wrote:
             | This one just released a prototype platform, "XTR-0", so if
             | it's a fraud the jig will shortly be up.
             | 
             | https://extropic.ai/writing/inside-x0-and-xtr-0
        
               | natosaichek wrote:
               | I think it's more a concern that the hardware isn't
               | useful in the real world, rather than that the hardware
               | doesn't meet the description they provide of it.
        
       | behnamoh wrote:
       | Usually there's a negative correlation between the fanciness of a
       | startup webpage and the actual value/product they'll deliver.
       | 
       | This gives "hype" vibes.
        
         | noir_lord wrote:
         | I'm more impressed that my laptop fans came on when I loaded
         | the page.
         | 
         | It's the one attached to my TV that just runs movies/YT - I
         | don't recall the last time I heard the fans.
        
           | ecshafer wrote:
           | They did say thermodynamic computing.
        
       | vlovich123 wrote:
       | I've been wondering how long it would take for someone to try
       | probabilistic computing for AI workloads - the imprecision
       | inherent in the workload makes it ideally suited for AI matrix
       | math with a significant power reduction. My professor in
       | university was researching this space and it seemed very
       | interesting. I never thought it could supplant CPUs necessarily
       | but certainly massive computer applications that don't require
       | precise math like 3D rendering (and now AI) always seemed like a
       | natural fit.
        
         | Imustaskforhelp wrote:
         | I don't think that it does AI matrix math with significant
         | power reduction but rather it just seems to provide rng? I may
         | be wrong but I don't think what you are saying is true in my
         | limited knowledge, maybe someone can tell what is the reality
         | of it, whether it can do Ai matrix math with significant power
         | reduction or not or if its even their goal right now as to me
         | currently it feels like a lava lamp equivalent* thing as some
         | other commenter said
        
         | 6510 wrote:
         | I'm still waiting for my memristors.
        
       | docandrew wrote:
       | Hype aside, if you can get an answer to a computing problem with
       | error bars in significantly less time, where precision just isn't
       | that important (such as LLMs) this could be a game changer.
        
         | alyxya wrote:
         | Precision actually matters a decent amount in LLMs.
         | Quantization is used strategically in places that'll minimize
         | performance degradation, and models are smart enough so some
         | loss in performance still gives a good model. I'm skeptical how
         | well this would turn out, but it's probably always possible to
         | remedy precision loss with a sufficiently larger model though.
        
           | fastball wrote:
           | LLMs are inherently probabilistic. Things like ReLU throw out
           | a ton of data deliberately.
        
             | alyxya wrote:
             | No that isn't throwing out data. Activation functions
             | perform a nonlinear transformation to increase the
             | expressivity of a function. If you did two matrix
             | multiplications without ReLU in between, your function
             | contains less information than with a ReLU in between.
        
       | trevor_extropic wrote:
       | If you want to understand exactly what we are building, read our
       | blogs and then our paper
       | 
       | https://extropic.ai/writing https://arxiv.org/abs/2510.23972
        
         | throwaway_7274 wrote:
         | I was hoping the preprint would explain the mysterious ancient
         | runes on the device chassis :(
        
           | ipsum2 wrote:
           | The answer is that they're cosplaying sci-fi movies, in
           | attempt to woo investors.
        
             | simonerlic wrote:
             | What, is a bit of whimsy illegal?
        
             | dmos62 wrote:
             | Why are you replying under every other comment here in this
             | low effort, negative manner?
        
       | moralestapia wrote:
       | Nice!
       | 
       | This is "quantum" computing, btw.
        
         | trevormccrt wrote:
         | Actually it's not. Here's some stuff to read to get a clearer
         | picture! https://extropic.ai/writing
        
       | fidotron wrote:
       | Is this the new term for analog VLSI?
       | 
       | Or if we call it analog is it too obvious what the problems are
       | going to be?
        
       | alyxya wrote:
       | This seems to be the page that describes the low level details of
       | what the hardware aims to do.
       | https://extropic.ai/writing/tsu-101-an-entirely-new-type-of-...
       | 
       | To me, the biggest limitation is that you'd need an entirely new
       | stack to support a new paradigm. It doesn't seem compatible with
       | using existing pretrained models. There's plenty of ways to have
       | much more efficient paradigms of computation, but it'll be a long
       | while before any are mature enough to show substantial value.
        
       | sashank_1509 wrote:
       | The cool thing about Silicon Valley is serious people try stuff
       | that may seem wild and unlikely and in the off chance it works,
       | entire humanity benefits. This looks like Atomic Semi, Joby
       | Aviation, maybe even OpenAI in its early days.
       | 
       | The bad thing about Silicon Valley is charlatans abuse this
       | openness and friendly spirit, and swindle investors of millions
       | with pipe dreams and worthless technology. I think the second is
       | inevitable as Silicon Valley becomes more famous, more high
       | status without a strong gatekeeping mechanism which is also
       | anathema to its open ethos. Unfortunately this company is firmly
       | in the second category. A performative startup, "changing the
       | world" to satisfy the neurosis of its founders who desperately
       | want to be seen as someone taking risks to change the world. In
       | reality it will change nothing, and go die into the dustbins of
       | history. I hope he enjoys his 15 minutes of fame.
        
         | nfw2 wrote:
         | What makes you so sure that extropic is the second and not the
         | first?
        
           | sashank_1509 wrote:
           | Fundamentally, gut feels by following the founder on Twitter.
           | But if I had to explain, I don't understand the point of
           | speeding up or getting true RnG, even for diffusion models
           | this is not a big bottleneck, so it sounds more like a
           | buzzword than actual practical technology.
        
             | jazzyjackson wrote:
             | Having a TRNG is easy, you just reverse bias a zener diode
             | or any number of other strategies that rely on physics for
             | noise. Hype is a strategy they're clearly taking, but
             | people in this thread are so dismissive (and I get why,
             | extropic has been vague posting for years and makes it
             | sound like vaporware) but what does everything think
             | they're actually doing with the money? It's not a better
             | dice roller...
        
               | nfw2 wrote:
               | What is it if not a better dice roller though? Isn't that
               | what they are claiming it is? And also that this better
               | dice rolling is very important (and I admittedly am not
               | someone who can evaluate this)
        
       | Void_ wrote:
       | This gives me Devs vibe (2020 TV Series) -
       | https://www.indiewire.com/awards/industry/devs-cinematograph...
        
         | tcdent wrote:
         | Such an underrated TV show.
        
       | arjie wrote:
       | Has anyone received the dev board? What did you do with it?
       | Curious what this can do.
        
       | frozenseven wrote:
       | It's finally here! Extropic has been working on this since 2022.
       | I'm really excited to see how this performs in the real world.
        
       | lordofgibbons wrote:
       | How should we think about how much _effective compute_ is being
       | done with these devices compared to classical (GPU) computing?
       | Obviously FLOPs doesn 't make sense, so what does?
        
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