It is a hardware RNG they are building. The claim is that their solution is going to be more computationally efficient for a narrow class of problems (de-noising step for diffusion AI models) vs current state of the art. Maybe.

This is what they are trying to create, more specifically:

https://pubs.aip.org/aip/apl/article/119/15/150503/40486/Pro...

If you want to understand exactly what we are building, read our blogs and then our paper

https://extropic.ai/writing https://arxiv.org/abs/2510.23972

I don't really understand the purpose of hyping up a launch announcement and then not making any effort whatsoever to make the progress comprehensible to anyone without advanced expertise in the field.

This seems to be the page that describes the low level details of what the hardware aims to do. https://extropic.ai/writing/tsu-101-an-entirely-new-type-of-...

To me, the biggest limitation is that you’d need an entirely new stack to support a new paradigm. It doesn’t seem compatible with using existing pretrained models. There’s plenty of ways to have much more efficient paradigms of computation, but it’ll be a long while before any are mature enough to show substantial value.

I’ve been wondering how long it would take for someone to try probabilistic computing for AI workloads - the imprecision inherent in the workload makes it ideally suited for AI matrix math with a significant power reduction. My professor in university was researching this space and it seemed very interesting. I never thought it could supplant CPUs necessarily but certainly massive computer applications that don’t require precise math like 3D rendering (and now AI) always seemed like a natural fit.

there is also Normal Computing[0] that are trying different approaches to chips like that. Anyway these are very difficult problems and Extropic already abandoned some of their initial claims about superconductors to pivot to more classical CMOS circuits[1]

[0]: https://www.normalcomputing.com

[1]: https://www.zach.be/p/making-unconventional-computing-practi...

This gives me Devs vibe (2020 TV Series) - https://www.indiewire.com/awards/industry/devs-cinematograph...

The cool thing about Silicon Valley is serious people try stuff that may seem wild and unlikely and in the off chance it works, entire humanity benefits. This looks like Atomic Semi, Joby Aviation, maybe even OpenAI in its early days.

The bad thing about Silicon Valley is charlatans abuse this openness and friendly spirit, and swindle investors of millions with pipe dreams and worthless technology. I think the second is inevitable as Silicon Valley becomes more famous, more high status without a strong gatekeeping mechanism which is also anathema to its open ethos. Unfortunately this company is firmly in the second category. A performative startup, “changing the world” to satisfy the neurosis of its founders who desperately want to be seen as someone taking risks to change the world. In reality it will change nothing, and go die into the dustbins of history. I hope he enjoys his 15 minutes of fame.

i've followed them for a while and as just a general technologist and not a scientist, i have a probably wrong idea of what they do, but perhaps correcting it will let others write about it more accurately.

my handwavy analogy interpretation was they were in-effect building an analog computer for AI model training, using some ideas that originated in quantum computing. their insight is that since model training is itself probabilistic, you don't need discrete binary computation to do it, you just need something that implements the sigmoid function for training a NN.

they had some physics to show they could cause a bunch of atoms to polarize (conceptually) instantaneously using the thermodynamic properties of a material, and the result would be mostly deterministic over large samples. the result is what they are calling a "probabilistic bit" or pbit, which is an inferred state over a probability distribution, and where the inference is incorrect, they just "get it in post," because the speed of the training data through a network of these pbits is so much more efficient that it's faster to just augment and correct the result in the model afterwards than to use classical clock cycles to directly compute it.

This looks really amazing if not unbelieveable to the point where it is almost too good to be real.

I have not seen benchmarks on Extropic's new computing hardware yet but need to know from experts who are in the field of AI infrastructure at the semiconductor level if this is legit.

I'm 75% believing that this is real but have a 25% skepticisim and will reserve judgement until others have tried the hardware.

So my only question for the remaining 25%:

Is this a scam?

I really don't get why they decided to choose usb-b-3.0 and usb-micro-b-2.0 female for this? Usb-c is so much cheaper and more common at this point. Why bother with using such old plugs, especially so when one plug could do the job of 2?

Is this the new term for analog VLSI?

Or if we call it analog is it too obvious what the problems are going to be?

Even if this works as intended, the hardware is needs at least another order of magnitude precision to be able to use gradient descent methods. Without that you're stuck with genetic or other less effective strategies to train models.

I also have concerns that this is quite unlikely to be able to have sufficiently uncorrelated randomness in all channels to be useful in practical applications.

I like this but based on what I am seeing here and the THRML readme, I would describe this as "an ML stack that is fully prepared for the Bayesian revolution of 2003-2015." A kind of AI equivalent of, like, post-9/11 airport security. I mean this in a value-neutral way, as personally I think that era of models was very beautiful.

The core idea of THRML, as I understand it, is to present a nice programming interface to hardware where coin-flipping is vanishingly cheap. This is moderately useful to deep learning, but the artisanally hand-crafted models of the mid-2000s did essentially nothing at all except flip coins, and it would have been enormously helpful to have something like this in the wild at that time.

The core "trick" of the era was to make certain very useful but intractable distributions built on something called "infinitely exchangeable sequences" merely almost intractable. The trick, roughly, was that conditioning on some measure space makes those sequences plain-old iid, which (via a small amount of graduate-level math) implies that a collection of "outcomes" can be thought of as a random sample of the underlying distribution. And that, in turn, meant that the model training regimens of the time did a lot of sampling, or coin-flipping, as we have said here.

Peruse the THRML README[1] and you'll see the who's who of techniques and modeling prodedures of the time. "Gibbs sampling", "probabilistic graphical models", and "energy-based models", and so on. All of these are weaponized coin flipping.

I imagine the terminus of this school of thought is basically a natively-probabilistic programming environment. Garden variety deterministic computing is essentially probabilistic computing where every statement returns a value with probability 1. So in that sense, probabilistic computing is a ful generalization of deterministic computing, since an `if` might return a value with some probability other than 1. There was an entire genre of languages like this, e.g., Church. And now, 22 years later, we have our own hardware for it. (Incidentally this line of inquiry is also how we know that conditional joint distributions are Turing complete.)

Tragically, I think, this may have arrived too late. This is not nearly as helpful in the world of deep learning, with its large, ugly, and relatively sample-free models. Everyone hates to hear that you're cheering from the sidelines, but this time I really am. I think it's a great idea, just too late.

[1]: https://github.com/extropic-ai/thrml/blob/7f40e5cbc460a4e2e9...

How should we think about how much effective compute is being done with these devices compared to classical (GPU) computing? Obviously FLOPs doesn't make sense, so what does?

Hype aside, if you can get an answer to a computing problem with error bars in significantly less time, where precision just isn’t that important (such as LLMs) this could be a game changer.

I listened to the Hinton podcast few days ago, he mentioned (IIRC) that "analog" AIs are bad because the models can not be transfered/duplicated in a lossless way, like in .gguf format, every analog system is built differently you have to re-learn/re-train again somehow

Does TSUs have to same issue?

Question for the experts in the field: why does this need to be a CPU and not a dongle you plug into a server and query?

I think you at Extropic should find a way of “entangling “ your pbits..

In non deterministic computation, verificaition will be key challenge. Curious to see how companies address this.

It's finally here! Extropic has been working on this since 2022. I'm really excited to see how this performs in the real world.

Has anyone received the dev board? What did you do with it? Curious what this can do.

In this house we obey the laws of Thermodynamics!

Looks like an artifact from Assassin's Creed or Halo.

Nice!

This is "quantum" computing, btw.

Usually there's a negative correlation between the fanciness of a startup webpage and the actual value/product they'll deliver.

This gives "hype" vibes.

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