
20VC: NVIDIA vs Groq: The Future of Training vs Inference | Meta, Google, and Microsoft's Data Center Investments: Who Wins | Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will Distribute with Jonathan Ross, Founder @ Groq
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Navigating AI Hardware Dynamics
This chapter explores the complexities of chip supply and high-performance memory, particularly High Bandwidth Memory, within AI training processes. It examines the roles of GPUs and LPUs, emphasizing market competition, operational efficiency, and the nuances of marketing strategies in tech sales. Additionally, the discussion highlights the challenges facing data centers amid evolving demands and the significance of effective partnerships in deploying innovative AI technologies.
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