Okay, Computer: A.I. Head-Fakes and Hot Takes
RiskReversal Pod
00:00
Analyzing the Demand for Compute and GPUs in the Technology Industry
An exploration of the current and future demand for compute and GPUs in the technology industry, including potential commercial applications and the impact of major companies like Amazon and Microsoft. The discussion also touches on the potential risk of stock decline and the implications of increased GPU shipping for researchers and developers.
Play episode from 42:19
Transcript
