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Jim Keller Says Using Ethernet Could've Saved NVIDIA US$9 Billion Developing Blackwell

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By that, Keller is essentially saying that instead of using its own proprietary NVLink interconnect technology to develop Blackwell, it could have reach the

Jim Keller, the legendary chip engineer and current CEO of Tenstorrent, recently commented on NVIDIA's US$10 billion R&D cost of Blackwell. He thinks that the company could have saved itself US$9 billion , had it used a more 'conventional' method.

achieved the same goals by just using Ethernet. Of course, NVIDIA would diligently argue that it should be able to recoup that cost in Blackwell sales, given that NVLink requires...well, it's own hardware.But there's a reason why Keller even made the comment about Ethernet in the first place. Unlike NVLink, Ethernet is ubiquitous, both on a hardware and software level.

 

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