Latent Space: The AI Engineer Podcast

The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis

49 snips
Nov 17, 2023
Dylan Patel, author of the SemiAnalysis blog, offers insights into the semiconductor industry and GPU dynamics. He discusses the burgeoning divide between the 'GPU rich' and 'GPU poor,' highlighting a significant increase in GPU production forecasted for next year. Patel shares thoughts on AMD's strategic sales and the impact of AI on GPU demand. He also delves into the complexities of GPU utilization for training large models, emphasizing performance optimization and the evolving landscape of semiconductor supply chains.
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INSIGHT

Infrastructure Efficiency

  • Efficient infrastructure is crucial for large tech companies, impacting their competitiveness.
  • This is evident in Amazon's AWS, which excels due to its custom infrastructure.
ANECDOTE

Gemini Eats the World

  • Dylan Patel's "Gemini Eats the World" blog post, which highlighted Google's TPU advantage, gained notoriety, even prompting a tweet from Sam Altman.
  • The post sparked discussions about "GPU rich" and "GPU poor" companies.
ADVICE

Focus on Value

  • Google's TPUv5 supply will increase in 2024, alongside NVIDIA and AMD's GPU advancements, increasing available compute.
  • Focus on valuable work and monetizable projects, considering the increasing compute capacity.
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