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Transformer architecture can be difficult to conceptualize. This clip makes it considerably more accessible. At the International Semiconductor Industry Group (ISIG) Executive Summit, Marvell President of the Data Center Group Sandeep Bharathi walks through how large language models process information using a restaurant analogy, from the moment an order...

11,026 views • 1 month ago •via X (Twitter)

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The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

Fireside Alpha

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Announcing How Transformer LLMs Work, created with Jay Alammar and Maarten Grootendorst, co-authors of the beautifully illustrated book, “Hands-On Large Language Models.” This course offers a deep dive into the inner workings of the transformer architecture that powers large language models (LLMs). The transformer architecture revolutionized generative AI; in fact, the "GPT" in ChatGPT stands for "Generative Pre-Trained Transformer." Originally introduced in the Google Brain team's groundbreaking 2017 paper "Attention Is All You Need," by Vaswani and others, transformers were a highly scalable model for machine translation tasks. Variants of this architecture now power today’s LLMs such as those from OpenAI, Google, Meta, Cohere, Anthropic and DeepSeek. In this course, you’ll learn in detail how LLMs process text. You'll also work through code examples that illustrate that transformer's individual components. In details, you’ll learn: - How the representation of language has evolved, from Bag-of-Words to Word2Vec embeddings to the transformer architecture that captures a word's meanings taking into account the context of other words in the input. - How inputs are broken down into tokens before they are sent to the language model. - The details of a transformer's main stages: Tokenization and embedding, the stack of transformer blocks, and the language model head. - The inner workings of the transformer block, including attention, which calculates relevance scores, and the feedforward layer, which incorporates stored information learned in training. - How cached calculations make transformers faster. - Some of the most recent ideas in the latest models such as Mixture-of-Experts (MoE) which uses multiple sub-models and a router on each layer to improve the quality of LLMs. By the end of this course, you’ll have a deep understanding of how LLMs actually process text and be able to read through papers describing the latest models and understand the details. Gaining this intuition will improve your approach to building LLM applications. Please sign up here:

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253,812 views • 1 year ago