Dylan Patel on The Growing Important of Semiconductors in AI
Emergent Behavior
The Future of AI Training Costs and Industry Competition
Exploration of the evolving costs of training large language models like GPT-2, GPT-3, and predictions about upcoming models like GPT-4, GPT-5. Discussions on investments, companies' roles like Microsoft and OpenAI's ambitions, challenges in resource allocation, competitive landscape in AI hardware, chip developments like H 200 and B 100, and strategies of industry leaders in staying ahead in the semiconductor market.
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