Challenges in Infrastructure for Training and Serving Large Models

Companies in the AI industry often require specific infrastructure like GPUs for training and serving large models./nThe industry heavily relies on a small number of producers, primarily NVIDIA and AMD, with NVIDIA being ahead in high-end processors./nThe supply chain for AI-related infrastructure has been disrupted by the pandemic, and recovery has been slow./nExpansion of infrastructure capacity is difficult and expensive, with new fabs costing billions of dollars./nThe yield of production is affected by multiple factors, including temperature, pressure, chemical concentration, tool imperfections, and materials issues./nThe demand for AI has outpaced the physical processes and capabilities of the industry./nMany companies have recognized the need for supercomputers, specifically networked GPUs, to meet the growing demand for AI.