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/jtatarchuk The 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.