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AI Inference

Tenstorrent in the Real World: Benchmarks, Customers, and the Inference Bet That's Starting to Pay Off

Tenstorrent in the Real World: Benchmarks, Customers, and the Inference Bet That's Starting to Pay Off

Across five pieces, we have built up a picture: an inference market growing from USD 106 billion in 2025 to a projected USD 255 billion by 2030; a NVIDIA-dominated landscape with CUDA lock-in and pricing pressure; an AMD that has caught up on silicon but still trails on software; and a Tenstorrent that is betting on architectural divergence to break the GPU paradigm for inference. The question for this final piece is the only one buyers actually care about: is it working? What do the published benchmarks say, who is buying or licensing, and what is the real-world impact on user-facing inference workloads? This is the closing Part 6 of the AI Inference Hardware series.

Yashwanth

AI Inference

NVIDIA vs AMD vs Tenstorrent: An Architectural Deep Dive on Inference

NVIDIA vs AMD vs Tenstorrent: An Architectural Deep Dive on Inference

This piece tries to do the most: line up NVIDIA, AMD, and Tenstorrent side by side at the architectural level - execution model, memory hierarchy, interconnect, software stack, and the strategic shape of each company's bet - and explain why Tenstorrent's choices, while less proven, are particularly well-fitted to the direction inference workloads are heading. The question is not 'which is best today' but 'which architectural lineage is best matched to where inference is going, and why does that matter for buyers and operators?' This is Part 5 of the AI Inference Hardware series.

Yashwanth

AI Inference

Inside the Tenstorrent Chips: Grayskull, Wormhole, Blackhole, and Galaxy

Inside the Tenstorrent Chips: Grayskull, Wormhole, Blackhole, and Galaxy

A company can have the most compelling thesis in the world, but it lives or dies on the silicon. This piece walks through the actual Tenstorrent chips - what they are, what they cost, and what the published, mostly open-source benchmarks say about how they stack up against NVIDIA and AMD. We cover the full product ladder from Grayskull to Galaxy Blackhole, explain what makes a Tensix core architecturally different, and walk through the published benchmarks honestly - including where the numbers come from and what caveats apply. This is Part 4 of the AI Inference Hardware series.

Yashwanth

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