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2026-10-2037 게시물

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Jane Street ML Engineers Map Mamba-2 Recurrent State Computation to Tensor Cores with cuTile

중대
2026-10-20 01:00 GMT+8

Sequence modeling architectures face a fundamental computational trade-off: standard softmax attention accelerates training via matrix multiplication on Tensor Cores, but at inference compute and memory requirements grow linearly with sequence length; recurrent neural networks have constant compute and fixed memory at inference, but training cannot be parallelized. Mamba-2 belongs to a family of state-space models aiming to achieve both — it has a fixed-size hidden state like an RNN, but the state update can be computed chunkwise in parallel.

Jane Street machine learning engineers Sylvain Gugger and Axel Feldmann, collaborating with NVIDIA's Yinuo Liu and Siddharth Samsi, implemented the Mamba-2 forward pass as cuTile (CUDA Tile) Python DSL kernels and presented the full derivation on the NVIDIA Developer Blog. cuTile abstracts thread- and warp-level scheduling behind tile-centric primitives; the compiler automatically maps operations onto advanced hardware features such as Tensor Cores.

The core mechanism is the jump formula. Ignoring the decay term, advancing the hidden state from time t to t+T simply requires accumulating the outer products of intermediate tokens: h(t+T) = h(t) + BX^T, where B and X are matrices formed by stacking the b and x vectors for each token within a chunk. This is directly a matrix multiplication, so it can execute on Tensor Cores. When decay is reintroduced, cumulative sums in log-space replace sequential multiplications with additions; pre-multiplying the rows by exponentials preserves the matrix-multiplication form.

This derivation decomposes into three kernels. chunk_cumsum uses ct.cumsum to compute per-token, per-head cumulative sums of the decay term within each chunk, storing results for reuse by the subsequent two kernels. fwd_pass_state is a sequential loop over chunks; each iteration uses ct.mma to execute the jump formula and advance the hidden state, multiplying the decay-pre-multiplied b operand with the transpose of x. compute_out is the final output computation, fusing the carried-state term, the decayed and causally masked interaction matrix, and the skip connection into a single tiled kernel that keeps intermediate matrices in registers and casts to TF32 for Tensor Core execution.

The compute_out design deserves attention. A direct PyTorch implementation would compute the three terms separately and write the full [B, n_chunks, chunk_size, chunk_size] interaction matrix to global memory. The cuTile version fuses all three terms; the interaction matrix cb_tile = C @ B^T is built incrementally via ct.mma in Phase 1, while Phase 2 applies decay and the causal mask. The causal mask is constructed using ct.arange and ct.where as a lower-triangular condition, so no mask tensor is ever materialized. In the decay matrix exp(G - G^T), positions where i < j produce positive exponents, but the causal mask zeroes them immediately, guaranteeing numerical stability.

Hardware optimizations targeting the Blackwell fifth-generation Tensor Core include: operand swapping — Tensor Core MMA operands are asymmetric, with operand A able to reside in Tensor Memory while operand B must reside in Shared Memory; the identity B^T A^T = (AB)^T is used to route the fused operand to the A side, relieving shared-memory contention. Memory layout transposition — decay_cumsum and dt are transposed from the default strided layout to [batch, head, token] to ensure contiguous access and enable TMA. And the cuTile autotuner, which searches block size and occupancy parameters for each input shape.

Self-reported performance results show the optimized cuTile forward-pass kernels are 1.14x to 1.82x faster than the open-source Triton implementation, with speedups growing as sequence length and state size increase. The test environment is a single NVIDIA B300 SXM6 (Blackwell Ultra, 1920 MHz max SM clock, 1100 W power limit, 268 GiB HBM), benchmarked against the mamba_ssm 2.3.2.post1 Triton reference implementation.

These speedups are kernel-level only. End-to-end training performance also depends on the backward pass implementation; the authors preview a follow-up post describing how the backward pass is implemented in cuTile. cuTile currently targets NVIDIA GPUs exclusively, and the forward-pass implementation is available through the TileGym library.

From a broader perspective, the value of this article lies not only in the performance numbers but in its complete demonstration of how Mamba-2's mathematical structure maps onto GPU hardware primitives: log-space cumulative sums correspond to ct.cumsum, the jump formula corresponds to ct.mma, and the causal mask corresponds to register-level conditional selection. This provides an inspectable concrete mechanism for understanding why state-space models can maintain RNN-style constant inference memory while achieving attention-like training parallelism.

출처:developer.nvidia.com

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Salesforce AI Research Introduces Launa-Omni Voice Model: Hybrid Architecture Preserves Text Auditability for Enterprise Use

중대
2026-10-20 02:34 GMT+8

When voice AI enters work scenarios, one easily overlooked constraint is that responses must be inspectable. In its technical explanation of Launa-Omni, Salesforce AI Research makes this the starting point for its architectural choices—the model produces a text response before anything is spoken, so teams can view and correct the reply at the moment it is formed, rather than discovering errors only after the voice has already played.

This choice reflects a tradeoff between two mainstream approaches. Cascaded systems separate speech recognition, language understanding, and speech generation into independent modules processed in sequence; text remains visible at intermediate stages, but pace, hesitation, and emphasis are lost at the first transcription handoff. Speech-to-speech models make exchanges smoother and more natural, at the cost of less visibility into how a reply was formed, making errors harder to locate and correct. Launa-Omni takes a hybrid route: its core is a text model retrofitted for audio, so speech and language share a single latent space; after the model outputs text, a separately trained in-house text-to-speech module converts that text into spoken reply.

Salesforce AI Research states the model is significantly smaller than other leading voice models and reports results on three benchmarks: Audio MultiChallenge averaged 59.69% across three runs, close to the top public score of 60.40%; VoiceBench scored 90.60%; τ³-Voice reached a 72.9% macro score on voice-based customer-service tasks across retail, airline, and telecom. These are all vendor self-tests with no independent reproduction. A simplified version of the model is already live in Slack's speech-to-text dictation feature.

Worth noting is that the tradeoff of prioritizing auditability over naturalness does not hold in all enterprise voice scenarios. Customer-facing sales outreach may value conversational fluency more than internal teams inspecting every reply word by word. Salesforce's argument applies to internal collaboration scenarios where conversation outcomes need to enter CRM records, workflows, or decisions; its boundary is defined by product positioning.

출처:salesforce.com

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Anthropic study: AI cuts junior tech hires, boosts engineer output

중대
2026-10-19 21:05 GMT+8

US-based artificial intelligence company Anthropic released a study on October 19, 2026, detailing changes in its internal workforce structure. According to reporting by TechRadar, the research indicates that as AI tools take over more entry-level tasks, the proportion of junior employees within Anthropic's technical staff has fallen from 21% in early 2025 to 14% by mid-2026. The share of junior roles among new technical hires dropped even more dramatically, from 27% to just 9%.

Despite the sharp reduction in junior hiring, Anthropic stated that its overall technical workforce continues to grow. The shift lies in the nature of the work: AI has significantly boosted productivity, with code commits per engineer increasing by 5.1 times from late 2025 to mid-2026, and data queries per data scientist rising by 3.1 times. Concurrently, many technical workers are transitioning into "AI manager" roles, overseeing agents, which has led to a median 20% increase in time spent in meetings.

Anthropic positions itself as an "early warning system" for AI's impact on employment. The study notes that while automation drives massive productivity gains, certain roles involving human interaction and strategic judgment remain essential. However, humans have become a bottleneck in workflows, with Claude spending approximately 80% of interactive session time waiting for human input. This internal data offers concrete insights into how AI is reshaping talent structures and daily operations in leading tech companies.

출처:techradar.com

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a16z Podcast: Former Plaid CTO Jean-Denis Greze on Shutting Down a $1M AI Tax Startup and Pivoting to Town

중대
2026-10-19 22:30 GMT+8

The US venture capital firm Andreessen Horowitz (a16z) has released a new podcast episode featuring Jean-Denis Greze, former Chief Technology Officer of fintech company Plaid, and Alex Rampell, a partner at a16z. This episode focuses on startup strategy adjustments in the AI era, particularly how entrepreneurs should make decisions when a seemingly successful business faces structural ceilings.

According to the official episode description, Jean-Denis Greze previously founded an AI tax product for small businesses. The product generated nearly $1 million in revenue in its first year and was on track for $2.5 million to $3 million in subsequent years. However, Greze ultimately chose to shut it down. His reasoning was that as AI technology becomes more widespread, incumbents could use the same technology to automate tax preparation for their existing customers faster than a startup could win market share, preventing the company from reaching the 'venture scale' required by investors. Additionally, tax services are sold once a year, leaving a very short window for pivoting.

After shutting down the original project, Greze pivoted his team and technical capabilities to Town, an AI assistant that works from your email and calendar. The episode description notes that Town found product-market fit quickly enough that Ben Horowitz, co-founder of a16z, messaged Alex Rampell to say it 'changed my life,' without knowing whose company it was.

The interview also covers several listed topics, including why a profitable business can still be the wrong business to build, how to know when to kill something that's working, Town as a token-allocation machine, horizontal vs. vertical competition, and what agents mean for Amazon, advertising, and the future of shopping. For professional readers interested in AI application-layer startups, product positioning, and exit strategies, this episode offers specific case studies hosted by a renowned investor and participated in by an experienced founder.

Please note that this recommendation is based on the official episode description and topic list provided by the publisher. It does not reproduce the specific dialogue content or detailed arguments of the guests. Readers are encouraged to listen to the full interview on YouTube or relevant podcast platforms for deeper insights.

출처:youtube.com

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Morgan Stanley ABS Strategist Carolyn Campbell on AI Data Center Financing

중대
2026-10-19 23:04 GMT+8

Morgan Stanley published a video interview on October 19, 2026, featuring Carolyn Campbell, the firm's Asset-Backed Securities (ABS) Strategist. The episode focuses on the specific impact of the current macro-financial environment on the expansion of artificial intelligence infrastructure, particularly the role played by changes in borrowing costs.

According to the official video description, Campbell explains how rising borrowing costs are currently slowing down the AI data center boom. She also analyzes which conditions or market dynamics could serve as key drivers for a potential rebound in financing activities for such projects.

For professional readers interested in the capital structure of the AI industry, debt financing channels, and the return cycles of infrastructure investments, this video offers an immediate perspective from a frontline strategist at a major investment bank. While a full transcript is not provided, the clear topic and speaker identity make it a valid resource entry point for understanding current bottlenecks and opportunities in AI financing.

출처:youtube.com

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Microsoft Principal Cloud Advocate Pamela Fox: Evaluating GPT-5.5 and Other Models via Scenario-Based Testing

중대
2026-10-19 22:06 GMT+8

At the AI Engineer World's Fair 2026 in San Francisco, Pamela Fox, Principal Cloud Advocate at Microsoft, conducted a workshop on model swapping. She argued that generic benchmarks often fail to reflect how large language models actually behave in specific applications, urging developers to swap and test models directly within their own scenarios.

Fox compared GPT-5.5, Kimi K2.6, DeepSeek V4 Flash, and Mistral Large 3 on the Microsoft Foundry platform. Her demonstration progressed from basic letter-counting prompts to complex tasks including Retrieval-Augmented Generation (RAG) groundedness, image input handling, multilingual pitfalls, tool calling, and building a travel agent with LangChain v1.

Beyond functional testing, she detailed evaluation methodologies such as string-check evals, LLM-as-a-judge, using Microsoft's new ASSERT tool to generate test sets from specifications, and optimizing prompts with DSPy to find instructions that even the cheapest model can satisfy. This sequence provided engineers with a practical workflow for model selection and evaluation.

출처:youtube.com

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Linux Kernel Sunsets Legacy EDAC Drivers Due to AI-Generated Fix Noise

간단한 요점
2026-10-20 05:38 GMT+8

The Linux kernel's Error Detection And Correction (EDAC) subsystem plans to remove four legacy hardware drivers—i82975x, x38, xgene, and i3200—in version 7.4. Borislav Petkov, an AMD engineer and EDAC maintainer, explained in a merge request that while these drivers correspond to hardware rarely used in production anymore, they have recently received a surge of bug reports and "fixes" generated by AI/LLMs.

Petkov noted that without real users to test these old code paths, the AI-generated patches create significant maintenance noise. To combat this "frenzy," maintainers decided to orphan and subsequently delete the drivers. This move highlights a new challenge for open-source communities facing the proliferation of automated code generation tools: technical debt is not always caused by functional defects, but sometimes by the administrative burden of managing low-quality automated contributions.

출처:phoronix.com

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Macro Mondays Podcast: Former Nordea Chief Strategist Andreas Steno Analyzes Inflation and AI CapEx Outlook

간단한 요점
2026-10-20 01:47 GMT+8

The Macro Mondays podcast, part of the Real Vision network, released a new episode titled "Is Inflation About to Derail the Rally?" on October 19, 2026. This week's episode features Andreas Steno, founder of Steno Research and former Global Chief Strategist at Nordea Bank, flying solo to provide actionable views on macro and market outlooks.

According to the show notes, Andreas Steno breaks down the latest inflation signals and their implications for the market. With energy prices and input costs rising, he discusses whether another inflation shock is on the horizon and poses a critical question: could Kevin Warsh be focusing on the wrong inflation measure? He also examines the latest business cycle data and explains why he is not yet ready to turn bearish on equities.

Regarding AI industry investment topics, the episode timestamps indicate discussions on several relevant subjects, including "AI Credit Stress: Is the Data Center Buildout Finally Breaking?" and "Are the Mag 7 Really About to Cut AI CapEx?" Steno also touches upon how rising compute prices change the AI bear case and the potential for a new AI trade war following DeepSeek's ban from US government systems.

Beyond AI and inflation, the episode covers European market dynamics, specifically the renewed pressure in France's bond market and its potential meaning for European investors. For industry readers focused on macro liquidity, AI infrastructure financing risks, and geopolitical impacts on tech supply chains, this podcast offers a comprehensive discussion framework from a seasoned strategist's perspective.

출처:pdst.fm

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Meta Says Semantic Tokenization Lifted Ad Conversions by 0.35%

간단한 요점
2026-10-20 00:00 GMT+8

Meta's ad recommendation team published an engineering blog post describing a method that uses semantic tokens to replace traditional ad IDs, reporting that the approach, paired with Meta's Generative Ads Model (GEM) and Adaptive Ranking Model, delivered a 0.35% lift in conversions across surfaces. The data comes from Meta's internal measurements in February 2026.

Traditional recommendation systems assign each ad, product, or page a dedicated ID, and the model can only learn from that ID's historical engagement. Semantic tokenization works differently: a pre-trained multimodal model reads an ad's text and images, encodes it into an embedding carrying world knowledge, decomposes that embedding into independent subspaces, and quantizes each subspace to a discrete token from a codebook. Similar items share tokens, much as related words share roots.

This means a newly launched running shoe ad does not need to accumulate engagement data from scratch—it inherits the category knowledge the model already learned from previous-season running shoe ads. Meta's team uses trail shoes as an example: when a sportswear brand launches next season's trail shoe, tokenization lets the new product and its ads build on what the model learned from last season's shoe, even before anyone sees the new ad.

The most practically valuable finding in this engineering post is not the conversion number itself but the evaluation method. Meta tested eight versions of the tokenizer and found a strong correlation between intrinsic quality metrics—cluster purity (whether items sharing a code tend to belong to the same category), distribution balance (whether items spread evenly across semantic IDs rather than crowding into a few), and codebook utilization (whether a larger share of codes holds at least one item)—and downstream ranking prediction accuracy. Tokenizer versions that scored better on these metrics also had better CTR prediction accuracy.

The practical implication of this finding is iteration speed. If token quality can be assessed independently of a full model training cycle, the team can quickly screen and improve the tokenizer without waiting for complete retraining—turning a serial workflow of 'change tokens → wait for model → check results' into a parallel one of 'change tokens → check intrinsic metrics → confirm direction → then retrain.'

Meta describes this mechanism as a tokenization flywheel: tail ads gain more accurate ranking through shared content structure, the training data they produce then improves prediction quality for all ads, forming a self-reinforcing loop.

It should be noted that the 0.35% conversion lift is Meta's self-reported internal data, not independently reproduced; the eight-version correlation finding likewise comes from internal testing. The post does not disclose the token vocabulary size, codebook dimensions, or inference latency figures.

출처:engineering.fb.com

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Thomson Reuters' Camillo Speroni on Legal AI Trust

간단한 요점
2026-10-19 23:13 GMT+8

On October 19, 2026, OpenAI published a video interview titled "Thomson Reuters on Building Trust in Legal AI." In the episode, Camillo Speroni, representing Thomson Reuters, discusses the core challenge of introducing frontier artificial intelligence into the legal profession: trust. According to the official episode description, Speroni argues that for legal professionals, building trust hinges on AI-generated outputs being verifiable, citable, and suitable for lawyers to sign off on.

The content focuses on the collaboration between Thomson Reuters and OpenAI, specifically involving the integration of two legal tech products, HighQ and CoCounsel Legal, into ChatGPT Enterprise. This initiative aims to address the pain point of switching between multiple tools for legal professionals, attempting to provide the research and collaboration tools they rely on daily within a unified platform.

As a resource selection, this entry offers a specific case perspective for readers interested in enterprise AI adoption, particularly in high-compliance industries like law, focusing on overcoming barriers related to accuracy and accountability. Although a full transcript was not retrieved, the publisher's provided topic clearly points to "verifiability" and "workflow integration" as key issues in legal AI applications.

출처:youtube.com

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Wellington US Wealth Head Christina Kopec Rooney on Investment Risk

간단한 요점
2026-10-19 23:07 GMT+8

Wellington Management has released a video episode featuring Christina Kopec Rooney, the firm's Head of US Wealth, alongside Sandhya Douglas, Head of Strategic Partnerships. The program focuses on rethinking investment risk, specifically exploring how Ms. Rooney's perspective on risk has evolved over time.

As an executive at a major asset management institution, Ms. Rooney discusses the strategic selection of risks taken in pursuit of investment returns. This topic offers valuable insight into how professional institutional investors balance risk and reward in complex market environments.

Published on October 19, 2026, the episode provides an opportunity for investors to understand the internal risk management perspectives at Wellington Management. While specific arguments are not detailed in the public description, the speakers' positions and the topic's relevance make it a noteworthy resource.

출처:youtube.com

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Voice AI company Deepgram says Nova-3 ported to AWS Trainium2 processes 11–70% more audio per dollar on batch inference

간단한 요점
2026-10-20 00:23 GMT+8

Voice AI company Deepgram processes quadrillions of audio tokens a year for more than 200,000 developers and 1,400 organizations. Its offline batch workloads—contact-center analytics, medical transcription and similar scenarios—are extremely sensitive to inference cost. In October 2026, Deepgram and the AWS Forward Deployed Engineering team published a complete engineering record of porting the Nova-3 speech-to-text model to Trainium2 chips, self-reporting that a single EC2 trn2.3xlarge instance processed 11–70% more audio per dollar.

The port was not a simple compilation swap. The team first ran Nova-3 in eager mode on Trainium2 via TorchNeuron and checked which operations fell back to the CPU, then compiled with torch.compile, producing separate static-shape graphs for the encoder and decoder. The compiled path ran every model operation on Trainium2 with no CPU fallbacks detected. Numerical accuracy was validated at two levels—layer-level output consistency against CPU and end-to-end Word Error Rate—ensuring alignment with Deepgram's reference values.

The real gains came from kernel-level optimization. The team adopted a flywheel strategy: enable an NKILib pre-built kernel, profile with Neuron Explorer, then tune or hand-write a replacement based on profiling insights. Three key findings each addressed a specific bottleneck. The reference kernel for the feed-forward network layer reloaded the full set of projection weights from off-chip memory for every token tile, making memory bandwidth the limiting factor as token count grew; the hand-tuned kernel loads each weight tile once and reuses it across multiple token tiles, achieving 2.0× lower latency at batch size 96. The experimental NKILib kernel for depthwise 1D convolution framed the operation as an implicit GEMM, leaving Tensor Engine utilization low; the team rewrote it as a broadcast multiply-accumulate loop on the Vector Engine, reaching full engine utilization for a 1.5× speedup at batch size 96. The conv2d layers hit a compilation bottleneck beyond batch size 32, preventing single-graph compilation; since NKILib had no conv2d kernel, the team wrote one from scratch in NKI, unlocking batch sizes above 32 and achieving up to 50× speedup on the convolution module at batch sizes ≤32.

The final source of gain was the runtime language. Nova-3 performs a sequence of small decoder calls for each audio chunk, making host-side dispatch the bottleneck at low batch sizes. Deepgram's production serving stack is itself written in Rust, so the team built a lightweight Rust runtime: Rust coordinates eight model replicas through a shared work-stealing queue, while a C layer loads and executes ahead-of-time-compiled NEFF files directly through the Neuron Runtime API, entirely bypassing the Python interpreter. Compared with a multiprocessing Python baseline, the Rust runtime eliminates interpreter overhead; compared with a multithreaded baseline, it further alleviates GIL serialization. At the throughput-maximizing batch size, the Rust runtime delivered a 7.5% throughput gain over the multiprocessing Python baseline.

It should be emphasized that all the above figures are self-reported measurements by Deepgram and AWS. The baseline is the compute options Deepgram had previously been running, whose specific configurations are not disclosed. The wide 11–70% range covers different workloads and batch sizes; readers evaluating their own scenarios should not directly extrapolate from this range.

출처:aws.amazon.com

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