1min snip

Latent Space: The AI Engineer Podcast — Practitioners talking LLMs, CodeGen, Agents, Multimodality, AI UX, GPU Infra and all things Software 3.0 cover image

Cloud Intelligence at the speed of 5000 tok/s - with Ce Zhang and Vipul Ved Prakash of Together AI

Latent Space: The AI Engineer Podcast — Practitioners talking LLMs, CodeGen, Agents, Multimodality, AI UX, GPU Infra and all things Software 3.0

NOTE

Scarcity in GPU Market and Growth of AI Hyperscalers

Scarcity in the GPU market is evident due to the inability to obtain desired items immediately, with a waiting period of two to three months. The limited inventory available quickly sells out. Approximately four to five million GPUs will be sold this year, amounting to an estimated 80 to 100 billion dollars. When combined with servers, data center space, and electricity costs, the total compute value reaches close to 250 billion dollars. This growth in the GPU market is significant, as it surpasses last year's revenue of leading cloud computing providers like AWS, indicating a substantial expansion in the AI hyperscaler industry, which is both global and highly disaggregated.

00:00

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