Making Sense cover image

Making Sense

Research Recap | How is the Generative AI Landscape Evolving?

Apr 8, 2024
Explore the future of generative AI with experts Mark Murphy, Gokul Hariharan, and Jack Atherton. They discuss trends in AI spending, custom silicon programs, and adoption rates. Topics include impact on tech infrastructure, capex in cloud data centers, custom silicon vs. GPUs, and predictions for AI application evolution.
25:48

Podcast summary created with Snipd AI

Quick takeaways

  • Generative AI landscape has substantial growth potential in hyperscalers, enterprises, and sovereign entities.
  • Accelerated computing, like GPUs, is reshaping data center architecture, leading to innovations in power delivery and cooling solutions.

Deep dives

Hardware Spend on Data Centers and Growth Potential for Generative AI

Generative AI is rapidly growing within the AI sector, with significant potential for further expansion. The hardware spend on data centers, totaling up to 250 billion annually, presents a substantial market that has been growing at a rate of 10 to 15% yearly. Currently, only about 20% of this market is addressed by J&AI, indicating considerable room for growth and expanded usage of generative AI. The demand for generative AI is primarily being driven by large hyperscalers like Google and Microsoft, enterprise adoption, and sovereign entities investing in infrastructure and local language models.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode