Artificial Intelligence is all the rage right now and most of the investor excitement has so far been focused on the companies providing the hardware and computing power to actually run this new technology. So how does it all work and what does it actually take to run these complex models? On this episode, we speak with Brannin McBee, co-founder of CoreWeave, which provides cloud computing services based on GPUs, the type of chips pioneered by Nvidia and which have now become immensely popular for generative AI. He walks us through the infrastructure involved in powering AI, how difficult it is to get chips right now, who has them, and how the landscape might change in the future.See omnystudio.com/listener for privacy information.

Brannin McBee discusses CoreWeave's shift from cryptocurrency to AI, GPU energy dynamics, data center cooling, and AI infrastructure impacts on industries like search and e-commerce. They explore the challenges of deploying GPUs, energy consumption in data centers, and the future trends in GPU economics and data center optimization.

Brannin McBee, Co-founder and Chief Strategy Officer at CoreWeave, discusses their journey from crypto mining to becoming a prominent player in the AI industry. They talk about the infrastructure, security, and power requirements of data centers, the demand for AI in various industries, and the challenges faced by the AI industry regarding limited supply of GPUs and data center space. They also highlight their efforts in scaling and meeting increasing demand, as well as the significance of risk management in commodities trading.