"NVIDIA-CUDA Monopoly Structure to Be Broken"... Day After Tomorrow - Tenstorrent MOU

Strategic Partnership with CEO Jim Keller
"Addressing Side Effects like Semiconductor Price Increases"
Targeting AI Data Center Market with Both Companies' Technologies

Artificial intelligence (AI) software (SW) specialist company 'More' announced on the 18th that it has established a strategic partnership with AI semiconductor company Tenstorrent, led by semiconductor processor expert Jim Keller. The two companies aim to collaborate bidirectionally in AI semiconductors and software to break the monopoly of Nvidia and CUDA in the AI market.

On the 4th, a business agreement ceremony between More and Tenstorrent was held at More's office located in Seocho-gu, Seoul. From the left in the photo: Jangwon Cho, CEO of More, and Jim Keller, CEO of Tenstorrent. Photo by More.

Over the past two years, the two companies have conducted various joint research and development and business discussions, and on the 4th, they signed a strategic partnership MOU to actively promote the commercialization of AI data center solutions.

The AI data center market, which is currently receiving massive global investments, is monopolized by Nvidia's hardware and the CUDA software based on it. As a result, many AI data centers are forced to choose Nvidia. Numerous side effects such as price increases and lack of technical support due to Nvidia's market monopoly have also emerged.

This strategic collaboration is expected to have a significant impact by providing the alternative to Nvidia that the AI market has been waiting for.

This cooperation aims to target the rapidly expanding AI data center market, driven by large language models (LLM), by integrating More's software with Tenstorrent's AI semiconductor (NPU).

Jim Keller is a world-renowned processor semiconductor expert who has led CPU and AI semiconductor development at AMD, Tesla, and Apple. Currently, Tenstorrent is developing next-generation AI semiconductors and CPUs.

More was founded by researchers who have studied supercomputer software for over 10 years at Seoul National University's Department of Computer Science and Engineering, possessing experience and capabilities in parallel processing that links numerous GPUs/NPUs.

The AI data center solution combining Tenstorrent's NPU and More's software can be widely used not only for simple inference but also for foundation model training of LLMs. It is scheduled to be fully commercialized and launched in the first half of next year. Through this, the two companies plan to actively enter the global AI data center market currently monopolized by Nvidia.

Jangwon Cho, CEO of More, stated, "To compete with Nvidia, it is necessary to innovate AI semiconductors and software integrally," adding, "By combining our software with Tenstorrent's AI semiconductors, we will fundamentally change the AI data center market."

Jim Keller, CEO of Tenstorrent, said, "More has excellent software development capabilities to lead the rapidly changing AI data center market," and added, "We hope to contribute together to expanding the AI ecosystem in a more progressive direction through close cooperation in the future."