Jeff Tatarchuk, Co-Founder and Chief Growth Officer of TensorWave

Today's guest is Jeff Tatarchuk, co-founder and Chief Growth Officer of TensorWave.Jeff is a serial entrepreneur who has spent his career building in the cloud and compute space. Before TensorWave, he co-founded VMAccel, an early FPGA cloud and edge provider, alongside his eventual TensorWave co-founder Darrick Horton. In 2023, Jeff found himself in a convo with someone looking for access to GPUs, to which Jeff posed a simple question – “how about AMD?”. The answer – an immediate “I will take anything!” – resulted in what has become Tensorwave. The company was built on a contrarian bet: that the AI world needed a serious alternative to Nvidia. TensorWave runs exclusively on AMD's hardware and ROCm software stack, and that wager is paying off. The company now operates one of the largest AMD-based AI training clusters in North America and recently raised a $350M Series B at a $1.55B valuation, co-led by Magnetar and AMD Ventures, bringing its total funding to roughly $493M. We're thrilled to have Jeff on the podcast for a conversation about building an AMD-native neocloud, the case for an open AI compute ecosystem, and the path to scaling the world beyond NVIDIA. Jeff: https://www.linkedin.com/in/jtatarchukThe Compute 100 is led by Brian Schechter and Gaby Lorenzi, compute-focused investors at Primary. Primary is a pre-seed and seed-stage venture firm that backs founders building across markets including compute, industrials, healthcare and vertical AI. With $1.6B AUM and a 60+ person operating team, Primary delivers unparalleled support to teams across recruiting, finance, GTM, and brand. Primary's compute portfolio includes Etched, The Biological Computing Company, Haiqu, and Atero (acquired by Crusoe).Primary: https://www.primary.vc/Follow us on X and check out our daily newsletter.This podcast is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Nothing discussed in this podcast constitutes investment, legal, tax, or accounting advice, or a recommendation to make any investment. Any views expressed are as of the date of recording, are subject to change, and may include forward-looking statements that involve risks and uncertainties.