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IM 823: Intelligent with Two G's - Google Has a Fox Problem

Intelligent Machines (Video)

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NVIDIA's Dominance and the GPU Landscape

This chapter explores the competitive dynamics surrounding NVIDIA's H100 GPU and the implications of software lock-in, particularly focusing on CUDA's influence. It contrasts NVIDIA's chips with Google's custom silicon and discusses alternative architectures like Apple Silicon, while also reflecting on the impact of cryptocurrency mining on GPU demand. The chapter also features a debate on AI intelligence prompted by Sam Altman's blog post, highlighting the limits of current technology.

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