档案库 · 硬件与设备 · 战略决策 · 2024–2026
Tenstorrent：以开放的RISC-V和开源软件作为NVIDIA的解毒剂
Jim Keller的初创公司在2亿美元投前估值下融资6.93亿美元，销售开放的AI计算，并在2026年5月前批量出货Galaxy Blackhole服务器。
Tenstorrent
做的是什么生意
Tenstorrent designs and sells computers for AI built around its Tensix tensor cores and RISC-V CPUs, combined with a fully open-source software stack (TT-NN, TT-Lang, TT-Forge) so customers can run almost any model without a proprietary compiler. Beyond hardware, it licenses its AI and RISC-V intellectual property to customers who want to design and own their own chips, aiming at sovereign-AI buyers who cannot or will not depend on NVIDIA.
起因
Founded in Toronto in 2016 and led since 2021 by microprocessor legend Jim Keller (AMD Zen, Apple, Tesla), Tenstorrent set out to chip away at NVIDIA's dominant share of AI accelerators. Its thesis was that AI demand would outgrow proprietary GPU supply, and that buyers — national clouds, enterprises, and developers — would want hardware and software they could own, not a closed ecosystem they could only rent.
经过
On December 2, 2024 Tenstorrent closed over $693M in a Series D at a $2B pre-money valuation, led by Samsung Securities and AFW Partners and joined by Bezos Expeditions, Hyundai Motor Group, LG Electronics, Fidelity, Baillie Gifford, XTX Markets and Export Development Canada, among others. The company said the round was oversubscribed and that it had signed customer contracts worth nearly $150M; the capital went to open-source software, hiring, global design centers, and building AI systems and clouds.
结果
Still scaling: by May 2026 Tenstorrent had launched Galaxy Blackhole in volume production, linking 36 servers into a single supercomputer, and cited deployments with Equinix, Cirrascale, BetterBrain, ai& in Tokyo and Virtu Financial — a long way from NVIDIA's grip, but with shipped hardware, partners and record inference demos as proof of the open approach.
背景
Tenstorrent于2016年在多伦多成立，由AMD Zen CPU背后的架构师Jim Keller掌舵，主张NVIDIA的AI主导地位是软件锁定，而非硬件必然。其答案是RISC-V核心、可授权的硅片以及100%开源的AI软件栈，瞄准想要自己拥有芯片的买家。
2024年12月，这个赌注引来资本：超过6.93亿美元的D轮融资，投前估值2亿美元，由三星证券和AFW Partners领投，Bezos Expeditions、现代、LG电子、富达、Baillie Gifford和加拿大出口发展公司参与，背后是近1.5亿美元的客户合同。Tenstorrent表示将把这笔钱用于开源软件、工程师、全球设计中心和AI云。
截至2026年5月，战略已见成果：Galaxy Blackhole服务器进入量产，可将36台机器扩展成一台超级计算机，并公布了在Equinix、Cirrascale、东京的ai&、印度的Turium和Virtu Financial的部署。NVIDIA仍主导AI计算，但Tenstorrent已将开源论点转化为客户实际运行的硬件，而非演示文稿。
这件事要成立，得有什么
- 开源栈是护城河：100%开源的软件层和RISC-V核心让主权和企业买家能拥有自己的AI基础设施，而不是租用CUDA。
- 成本是设计出来的，不是事后加的：没有硅中介层或以太网交换机，让硬件足够便宜，赢得NVIDIA无法服务的价格敏感买家。
- 授权将竞争对手变成客户：出售AI和RISC-V IP意味着不买整机的芯片制造商仍会为设计付费。
可借鉴之处
当霸主掌控生态时，要在所有权上竞争：开放软件，授权芯片，让害怕被锁定的买家花钱拥有自己的技术栈。
后续进展
截至2026年5月，Tenstorrent已批量出货Galaxy Blackhole系统：采用6nm芯片、GDDR6内存和直连以太网，可扩展到32芯片组成Galaxy，36个Galaxy组成超级集群，在完全开源栈上运行Hugging Face模型的通过率达90%。Equinix、Cirrascale、BetterBrain、东京的ai&和Virtu Financial是已公布的部署。2024年12月的D轮融资和约1.5亿美元的合同支撑了RISC-V开源路线是商业而非理论的说法。
资料来源
- Tenstorrent closes $693M+ of Series D funding led by Samsung Securities and AFW Partners
- Jeff Bezos backs AI chipmaker Tenstorrent
- Tenstorrent's Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?
- TT-Deploy: Tenstorrent Galaxy Blackhole in production
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