Is There a Hardware Lottery in the AI Space?

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In episode 42 of The Gradient Podcast, Daniel Bashir speaks to Andrew Feldman.

Andrew is the co-founder and CEO of Cerebras Systems, an AI accelerator company that has built the largest processor in the industry. Before Cerebras, Andrew co-founded and served as CEO of SeaMicro, which was acquired by AMD in 2012. He has also served in executive positions at Force10 Networks and RiverStone Networks.

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Outline:

* (00:00) Intro

* (02:05) Andrew’s trajectory, from business school to Cerebras

* (10:00) The large model problem and Cerebras’ approach

* (19:50) Cerebras’s GPT-J announcement

* (22:20) Andrew explains weight streaming to Daniel

* (32:30) Andrew’s thoughts on the MLPerf benchmark

* (38:20) The venture landscape for AI accelerator companies

* (42:50) The hardware lottery, hardware support for sparsity

* (45:40) The CHIPS Act, NVIDIA China ban and the accelerator industry

* (48:00) Politics and Chips, US and China

* (52:20) Andrew’s perspective on tackling difficult problems

* (56:42) Outro

Links:

* Cerebras’ Homepage

* GPT-J Announcement

* TotalEnergies

* GlaxoSmithKline (GSK)

* Sources mentioned

* “Political Chips” by Ben Thompson (because Daniel’s a fanboy)

* Daniel’s conversation with Sara Hooker

* The Hardware Lottery