The Future of AI Chips

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AWS and Google, they are long chips, and lots of them build a working on those chips in Israel. So that's all fabulous design, right? There's no actual, are there fabs going in as well? Or I'm understanding this to be the design layer. That's really interesting. Intel is now Intel becomes like from Intel now is Intel always had their own fabs of their own usage. And now they're going to the original where they offer their fabs to others. But that's a night that's another interesting topic.

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

We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.

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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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