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37 - Jaime Sevilla on AI Forecasting

AXRP - the AI X-risk Research Podcast

CHAPTER

Navigating GPU Production and AI Training

This chapter examines the intricacies of GPU manufacturing and its dependence on a few key players in the market. It highlights the supply chain challenges faced during the launch of popular models like the H100, explaining the commercial and physical constraints on production capacity. The discussion extends to the future of AI training runs, estimating the growth of computational resources and the need for balancing training duration, algorithm advancements, and production capabilities.

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