The US-China Dynamic in AI

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I think right now on the ASB is what would happen, you know, six months, one year. I'm not really comfortable with the idea that we are trying to cut China off from leading edge chips. To me, that seems like it really increases the risk of other kinds of conflict. If they can't buy any of the chips from Taiwan, then maybe that makes the cost of disrupting the production in Taiwan much easier for them to bear. How do you, how does the rest of the world see this US-China dynamic?

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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