“硅仙人”芯片，仅按数据处理量收费

Core Viewpoint - Tenstorrent is set to launch an AI chip service in Japan, aiming to reduce costs for AI developers by charging based on actual data processing volume, thereby expanding the market [1][2]. Group 1: Company Overview - Tenstorrent, founded in 2016 and led by Jim Keller, is collaborating with Rapidus to develop advanced semiconductor technology and human resources in Japan [1][5]. - The company plans to establish an operational base in Tokyo and aims to have around 40 designers by the end of 2025, with training conducted in the U.S. [5]. - Tenstorrent's AI chips are designed to be energy-efficient, with server prices being only one-third to one-half of similar products from Nvidia [2]. Group 2: Market Context - Japan faces a significant shortage of semiconductor engineers, with the number of semiconductor engineers dropping by approximately 60% from 1999 to less than 80,000 [6][7]. - The global chip design market is projected to reach $602 billion by 2033, indicating a 40% growth from estimates in 2024 [7]. - Tenstorrent's entry into Japan is expected to provide more opportunities for local engineers to engage in the design and development of advanced chips [7]. Group 3: Service Offering - The AI chip service will allow developers to use Tenstorrent's chips via the cloud and pay based on the amount of data processed, which is a novel approach compared to traditional server leasing [1]. - The cost of a single server can reach up to 10 million yen (approximately $68,000), making initial investments burdensome for startups [1].