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Silicon Futures: The State of AI Computing 2023 (with Karl Freund)
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Welcome to the neXt Curve reThink series that focuses on the state and future of the semiconductor industry - Silicon Futures.
In this installment of the Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research provide discuss the big moments and the state of AI computing that has hyper-charged the semiconductor industry and made an "AI giant" of Nvidia. On the wing are Intel, AMD, Qualcomm,, and newcomers such as Cerebras that are vying to make a dent in Nvidia's leadership. Then there is generative AI, the catalyst that Karl thinks is the great profit opportunity of our time, and Leonard think is the next big hype a la' crypto and The Metaverse.
The duo talk and debate about:
* Introducing Karl Freund, Founder & Principal Analyst of Cambrian-AI Research (00:38)
* What is AI computing and the state of AI? (04:50)
* ChatGPT, the Cambrian AI explosion (06:47)
* Nvidia, the AI computing leader in the data center (07:31)
* A new evolutionary phase for chatbots (10:16)
* The Gen AI movement is in a state of POC (11:32)
* Private-ish generative AI implementations will drive value (12:43)
* The case for hybrid AI (13:28)
* AI computing spotlights from 2023 H2 (15:26)
* AMD versus Nvidia catfight - MI300x versus H100 (17:07)
* Open AI versus proprietary AI (18:22)
* The future of hybrid/blended AI stacks (21:35)
* The strategic importance of interconnect in AI systems (24:50)
Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.
Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.
Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.
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