The GPU Shortage and the Demand for GPU Power

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I think the GPU is shorted and will go away with time. I don't know how much time it will take, your shorted to go away. And a lot of companies are still now waiting for their GPUs,. The NIH, my own, for each other, the newestGPUs right? People can buy. And another, all these are waiting. It's really interesting, because of what we see. We talk about the train of using more and more compute to train their muggles. For the first time, we've seen also a huge increase in the demand for CPU power from inference models like Okenai or JITBI.

Nathan Labenz sits down with Dr. Ronen Dar, CTO and co-founder of Run:ai, an Israel-based company that helps enterprises train and deploy AI models by optimizing GPU usage. The discussion covers how chip makers can meet the soaring demands, geopolitical fears, to the best practices companies can secure compute capacity. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/cognitive

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Playlist Parts 1-3: https://www.youtube.com/watch?v=0hvtiVQ_LqQ&list=PLVfJCYRuaJIXooK_KWju5djdVmEpH81ee

TIMESTAMPS:

(00:00) Episode Preview

(00:51) Introduction to Dr. Ronen Dar

(03:30) Run:ai's technology and what differentiates it from other solutions

(06:00) Today's market compared to when Dr. Ronen started five years ago

(13:40)Run:ai on market competitors like mosaicML

(14:55) Sponsors: NetSuite | Omneky

(22:00) The process and best practices by which companies secure compute capacity

(25:00) Dr. Ronen explains the GPU shortage

(31:50) GPU solutions

(36:00) Relative pricing across major providers

(41:00) What other chip makers are going to be relevant?

(49:00) Global outlook for chip production

(52:45) Worldview around the US-China AI race

(58:00) Can controls on hardware actually control access to AI?

LINKS:

https://www.run.ai/

SOCIAL MEDIA:

@labenz (Nathan)

@ronen_dar

@runailabs (Run:ai)

@cogrev_podcast

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