The days of Nvidia’s unparalleled market dominance aren’t over, but challengers and choices are arising from all directions.
ZML, a hot French AI startup endorsed by Turing Award winner Yann LeCun, has released inference-performance software that allows a variety of open-source large language models to run on a variety of chips — including Nvidia’s, AMD’s, Google’s TPU, Apple Metal and Intel Arc.
With ZML/LLMD, the newly launched LLM inference server, the company’s ambition is to break existing silos and make different chips available for AI use cases at their maximum available speed, and sometimes faster, ZML founder Steeve Morin told TechCrunch.
As AI becomes integrated into our work and everyday lives, optimizing inference — aka, the processing of prompts — has been outpacing model training in importance, but often feels patchy behind the scenes, with software and architecture barriers that lead to vendor lock-in, Morin said.
The promise of achieving peak performance across a variety of chips is a technological feat, but it could also be a market disruptor, amid mounting fears over AI-related costs.
ZML hopes to provide enterprises and clouds with the option to use a mix of chips, some of which might be less costly or consume less energy. “The idea is to give people back the power to create their own system and achieve real efficiency gains that allow [AI] to be disseminated,” Morin said.
Such a software assist may help novel AI chipmakers, many of which happen to be from Europe, Morin observed, citing Axelera, Fractile, Kalray, OLIX, Q.ANT, SiPearl, SpiNNcloud, and VSORA. But more than their region of origin, what matters to him is that ZML can work with them on “things that haven’t been done before anywhere in the world.”
That doesn’t mean Morin is bearish on Nvidia. He’s not, in part because of its existing supply. He told TechCrunch that ZML has a good relationship with the AI chip giant, which has been gearing up for the rise of inference.
Inference has been an area of such intense investment, that the trend has been hailed the “inference gold rush.” So ZML has competition such as Baseten, recently valued at $13 billion; Inferact, from the creators of open source project vLLM; as well as RadixArk, the commercial company behind SGLang.
Both vLLM and SGLang partially compete with LLMD, but …