Tenstorrent Inc President and CTO Jim Keller Talks Chips | Bloomberg Talks

Tenstorrent CEO Jim Keller, a veteran of Apple, AMD, and Intel, is positioning his AI chip startup as a low-cost, open-source alternative to industry giants like Nvidia. Following a $700 million investment round led by Jeff Bezos and Samsung, the company is focusing on a "tensor processor" architecture that reduces reliance on expensive high-bandwidth memory by keeping data on-chip and utilizing a proprietary software stack for efficient workload partitioning. Keller argues that the current AI hype cycle is merely the beginning of a decade-long transformation in computing, where success will depend on building superior products rather than focusing on market execution narratives. While navigating complex U.S.-China trade restrictions, Tenstorrent aims to grow organically by targeting smaller developers and early adopters who value transparency and the ability to own their technology through open-source compilers and RISC-V architecture.