
"Sam told me that what enabled AI and ChatGPT was just enormous amounts of compute. At which time, I think he meant 4,000 GPUs, but now we're talking about millions of GPUs. He realized from that conversation that the bottleneck to progress won't just be access to more chips; it will be the methods the chips use to communicate with one another across their systems."
"What we needed to do in the networking sector, in the networking industry, was come up with a brand-new way of thinking about how you build networks and build network equipment, network chips, and the entire thing."
Drew Perkins, a veteran internet technology entrepreneur, co-founded Eridu, an AI networking startup that emerged from stealth with a $230 million funding round led by Socratic Partners and John Doerr. Perkins' career spans decades, including creating Point-to-Point Protocol in the 1980s and founding multiple successful companies like Lightera Networks and Infinera. After ChatGPT's release, Perkins recognized that AI's primary constraint isn't chip availability but how chips communicate across systems. Following a conversation with Sam Altman about GPU scaling requirements, Perkins partnered with networking chip designer Omar Hassen to rethink computer networking architecture from silicon upward, addressing the critical infrastructure gap in AI infrastructure.
Read at TechCrunch
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