Podcasts about compute

This episode is sponsored by Oracle. OCI is the next-generation cloud designed for every workload – where you can run any application, including any AI projects, faster and more securely for less.  On average, OCI costs 50% less for compute, 70% less for storage, and 80% less for networking. Join Modal, Skydance Animation, and today's innovative AI tech companies who upgraded to OCI…and saved.    Offer only for new US customers with a minimum financial commitment. See if you qualify for half off at http://oracle.com/eyeonai     In this episode of Eye on AI, Craig Smith sits down with Brice Challamel, Head of AI Products and Innovation at Moderna, to explore how one of the world's leading biotech companies is embedding artificial intelligence across every layer of its business—from drug discovery to regulatory approval.   Brice breaks down how Moderna treats AI not just as a tool, but as a utility—much like electricity or the internet—designed to empower every employee and drive innovation at scale. With over 1,800 GPTs in production and thousands of AI solutions running on internal platforms like Compute and MChat, Moderna is redefining what it means to be an AI-native company.   Key topics covered in this episode: How Moderna operationalizes AI at scale GenAI as the new interface for machine learning AI's role in speeding up drug approvals and clinical trials The future of personalized cancer treatment (INT) Moderna's platform mindset: AI + mRNA = next-gen medicine Collaborating with the FDA using AI-powered systems   Don't forget to like, comment, and subscribe for more interviews at the intersection of AI and innovation.     Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI     (00:00) Preview  (02:49) Brice Challamel's Background and Role at Moderna (05:51) Why AI Is Treated as a Utility at Moderna (09:01) Moderna's AI Infrastructure (11:53) GenAI vs Traditional ML (14:59) Combining mRNA and AI as Dual Platforms (18:15) AI's Impact on Regulatory & Clinical Acceleration (23:46) The Five Core Applications of AI at Moderna (26:33) How Teams Identify AI Use Cases Across the Business (29:01) Collaborating with the FDA Using AI Tools (33:55) How Moderna Is Personalizing Cancer Treatments (36:59) The Role of GenAI in Medical Care (40:10) Producing Personalized mRNA Medicines (42:33) Why Moderna Doesn't Sell AI Tools (45:30) The Future: AI and Democratized Biotech

In this episode, Patrick McKenzie (@patio11) is joined by Tim Fist, Director of Emerging Technologies at the Institute for Progress, to discuss how energy constraints could bottleneck AI development. They explore how AI training clusters will soon require gigawatts of power—equivalent to multiple nuclear plants—with projections showing a single cluster needing 5 gigawatts by 2030. Tim explains why behind-the-meter generation and geothermal energy offer promising solutions while regulatory hurdles like NEPA and transmission permitting create "litigation doom loops" that threaten America's competitiveness. The conversation covers the global race for compute infrastructure, with China and the UAE making aggressive investments while the US struggles with permitting delays, highlighting how energy policy will determine which nations lead the AI revolution. –Full transcript available here: www.complexsystemspodcast.com/the-ai-energy-bottleneck-with-tim-fist/–Sponsor:  VantaVanta automates security compliance and builds trust, helping companies streamline ISO, SOC 2, and AI framework certifications. Learn more at https://vanta.com/complex–Recommended in this episode:Compute in America https://ifp.org/compute-in-america/Tim Fist on Twitter https://x.com/fiiiiiist The Enchippening by Sarah Constantin https://sarahconstantin.substack.com/p/the-enchippening Solar economics with Casey Handmer https://open.spotify.com/episode/0GHegWgLSubYxvATmbWhQu?si=VKJYaSwaRJq_YcK8kJIdvQ AI & Power economics with Azeem Azhar https://open.spotify.com/episode/3KkvPiYpGvXCRukWxHP7Ch?si=RPEjrs67S9CFA0lLak6OVAFracking with Austin Vernon  https://open.spotify.com/episode/0YDV1XyjUCM2RtuTcBGYH9?si=hSniC3N0QkqhF74ra-XAcA Economics of the grid with Travis Dauwalter https://open.spotify.com/episode/5JY8e84sEXmHFlc8IR2kRb?si=BsqMZGu6Qr-2F7-RSyyEhw–Timestamps:(00:00) Intro(00:40) Energy bottlenecks in AI development(02:56) Technical and policy solutions for energy needs(05:18) Challenges in transmission infrastructure(12:14) Behind the meter generation explained(17:50) Solar and storage: The future of energy(18:47) Sponsor: Vanta(20:05) Solar and storage: The future of energy (part 2)(29:07) Power purchase agreements and financing(33:17) Financing geothermal wells(33:53) The promise of geothermal energy(35:25) Challenges in geothermal adoption(36:59) Industrial applications of geothermal heat(45:01) Geothermal energy and national security(49:27) Global investments in AI and energy infrastructure(56:29) Policy and technical expertise in AI(01:00:54) The role of government in technological advancements(01:05:07) Wrap

Dive deep into the fascinating world of modern data centers with Sr. Principal Engineer at AWS, Stephen Callahan. Discover how AI is revolutionizing data center design, why nothing is uninteresting at scale, and the innovative ways AWS is tackling sustainability while powering the future of cloud computing. Learn more: AWS Global Infrastructure: https://aws.amazon.com/about-aws/global-infrastructure/ More about Data Center Innovations: https://press.aboutamazon.com/2024/12/aws-announces-new-data-center-components-to-support-ai-innovation-and-further-improve-energy-efficiency

Evan Conrad, co-founder of SF Compute, joined us to talk about how they started as an AI lab that avoided bankruptcy by selling GPU clusters, why CoreWeave financials look like a real estate business, and how GPUs are turning into a commodities market. Chapters: 00:00:05 - Introductions 00:00:12 - Introduction of guest Evan Conrad from SF Compute 00:00:12 - CoreWeave Business Model Discussion 00:05:37 - CoreWeave as a Real Estate Business 00:08:59 - Interest Rate Risk and GPU Market Strategy Framework 00:16:33 - Why Together and DigitalOcean will lose money on their clusters 00:20:37 - SF Compute's AI Lab Origins 00:25:49 - Utilization Rates and Benefits of SF Compute Market Model 00:30:00 - H100 GPU Glut, Supply Chain Issues, and Future Demand Forecast 00:34:00 - P2P GPU networks 00:36:50 - Customer stories 00:38:23 - VC-Provided GPU Clusters and Credit Risk Arbitrage 00:41:58 - Market Pricing Dynamics and Preemptible GPU Pricing Model 00:48:00 - Future Plans for Financialization? 00:52:59 - Cluster auditing and quality control 00:58:00 - Futures Contracts for GPUs 01:01:20 - Branding and Aesthetic Choices Behind SF Compute 01:06:30 - Lessons from Previous Startups 01:09:07 - Hiring at SF Compute Chapters 00:00:00 Introduction and Background 00:00:58 Analysis of GPU Business Models 00:01:53 Challenges with GPU Pricing 00:02:48 Revenue and Scaling with GPUs 00:03:46 Customer Sensitivity to GPU Pricing 00:04:44 Core Weave's Business Strategy 00:05:41 Core Weave's Market Perception 00:06:40 Hyperscalers and GPU Market Dynamics 00:07:37 Financial Strategies for GPU Sales 00:08:35 Interest Rates and GPU Market Risks 00:09:30 Optimal GPU Contract Strategies 00:10:27 Risks in GPU Market Contracts 00:11:25 Price Sensitivity and Market Competition 00:12:21 Market Dynamics and GPU Contracts 00:13:18 Hyperscalers and GPU Market Strategies 00:14:15 Nvidia and Market Competition 00:15:12 Microsoft's Role in GPU Market 00:16:10 Challenges in GPU Market Dynamics 00:17:07 Economic Realities of the GPU Market 00:18:03 Real Estate Model for GPU Clouds 00:18:59 Price Sensitivity and Chip Design 00:19:55 SF Compute's Beginnings and Challenges 00:20:54 Navigating the GPU Market 00:21:54 Pivoting to a GPU Cloud Provider 00:22:53 Building a GPU Market 00:23:52 SF Compute as a GPU Marketplace 00:24:49 Market Liquidity and GPU Pricing 00:25:47 Utilization Rates in GPU Markets 00:26:44 Brokerage and Market Flexibility 00:27:42 H100 Glut and Market Cycles 00:28:40 Supply Chain Challenges and GPU Glut 00:29:35 Future Predictions for the GPU Market 00:30:33 Speculations on Test Time Inference 00:31:29 Market Demand and Test Time Inference 00:32:26 Open Source vs. Closed AI Demand 00:33:24 Future of Inference Demand 00:34:24 Peer-to-Peer GPU Markets 00:35:17 Decentralized GPU Market Skepticism 00:36:15 Redesigning Architectures for New Markets 00:37:14 Supporting Grad Students and Startups 00:38:11 Successful Startups Using SF Compute 00:39:11 VCs and GPU Infrastructure 00:40:09 VCs as GPU Credit Transformators 00:41:06 Market Timing and GPU Infrastructure 00:42:02 Understanding GPU Pricing Dynamics 00:43:01 Market Pricing and Preemptible Compute 00:43:55 Price Volatility and Market Optimization 00:44:52 Customizing Compute Contracts 00:45:50 Creating Flexible Compute Guarantees 00:46:45 Financialization of GPU Markets 00:47:44 Building a Spot Market for GPUs 00:48:40 Auditing and Standardizing Clusters 00:49:40 Ensuring Cluster Reliability 00:50:36 Active Monitoring and Refunds 00:51:33 Automating Customer Refunds 00:52:33 Challenges in Cluster Maintenance 00:53:29 Remote Cluster Management 00:54:29 Standardizing Compute Contracts 00:55:28 Unified Infrastructure for Clusters 00:56:24 Creating a Commodity Market for GPUs 00:57:22 Futures Market and Risk Management 00:58:18 Reducing Risk with GPU Futures 00:59:14 Stabilizing the GPU Market 01:00:10 SF Compute's Anti-Hype Approach 01:01:07 Calm Branding and Expectations 01:02:07 Promoting San Francisco's Beauty 01:03:03 Design Philosophy at SF Compute 01:04:02 Artistic Influence on Branding 01:05:00 Past Projects and Burnout 01:05:59 Challenges in Building an Email Client 01:06:57 Persistence and Iteration in Startups 01:07:57 Email Market Challenges 01:08:53 SF Compute Job Opportunities 01:09:53 Hiring for Systems Engineering 01:10:50 Financial Systems Engineering Role 01:11:50 Conclusion and Farewell

Send us a textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights00:00 - Intro00:08 - Thinking Machines Targets $10B Valuation with $2B Seed Round  01:12 - ByteDance Revenue Hits $155B; Valuation Diverges  02:15 - Anysphere Revenue Quadruples; Eyes $10B Valuation  03:01 - Nuro Raises $106M at $6B Valuation  03:51 - Base Power Raises $200M to Scale Affordable Home Batteries  05:06 - Anthropic Launches Claude Max, Valued at $61.5B  06:15 - Ripple Acquires Hidden Road for $1.25B  07:13 - Canva Adds GenAI Tools; Valued at $37.9B  08:19 - Electricity Demand for AI Surges Globally  10:31 - OpenAI Rolls Out ChatGPT Memory Feature  11:30 - Google Joins Anthropic's Model Context Protocol  12:43 - Safe Superintelligence Taps Google Cloud for Compute  

In this episode of Web3 with Sam Kamani, Sam is joined by co-host Amanda Whitcroft to interview Hoansoo Lee, co-founder of Exabits.ai. With a PhD from Harvard and deep expertise in edge computing, Hoansoo shares how Exabits is decentralizing the GPU cloud for AI by combining high-performance chips like the H100 and Blackwell with tokenized infrastructure on Web3 rails.They explore why AI compute is the "new energy," how Exabits differentiates from competitors like CoreWeave, and the opportunities for DeFi and structured finance in this emerging landscape. Hoansoo also discusses the limitations of decentralized compute, the challenges around AI experimentation, and how data, compute, and causality intersect in building next-gen AI.Whether you're a founder building in AI, a researcher, or a curious investor, this episode is packed with deep insights into the future of decentralized compute and what's next in the AI x Web3 convergence.Key Timestamps[00:00:00] Introduction: Sam introduces co-host Amanda and guest Hoansoo Lee from Exabits.ai.[00:01:00] What is Exabits?: Hoansoo explains Exabits in one sentence—high-quality GPU compute for AI.[00:02:00] Who Uses It: Discussing their customer base across Web2 and Web3.[00:03:00] Hardware Stack: Exabits runs 60,000+ GPUs including H100s and Blackwells.[00:04:00] Competitive Landscape: Why Exabits is different from other Web3 dePIN projects.[00:05:00] Founding Story: How a background in edge computing led to building Exabits.[00:06:00] Go-to-Market: Customer acquisition through partnerships, referrals, and conferences.[00:07:00] Growth Opportunity: Why structured finance and GPU financialization is the next big thing.[00:08:00] AI Efficiency vs. Demand: DeepSeek, scaling laws, and the compute boom.[00:10:00] Energy + Compute: AI's demand for energy and its parallels to historical tech trends.[00:11:00] Decentralized Compute: Limitations of latency-sensitive decentralized AI infrastructure.[00:13:00] AI = Bitcoin Mining 2.0: The evolution from minting Bitcoin to minting intelligence.[00:14:00] Pillars of AI: From compute/data/models to experimentation and causal inference.[00:17:00] AI Limits: Why synthetic data can't replace real-world experimentation.[00:18:00] Scarcity & Innovation: How chip scarcity could spark further innovation.[00:20:00] In-House Servers: Why building H200 racks in-house is a differentiator.[00:21:00] How It Works: A user's experience on Exabits from login to compute access.[00:23:00] Founder Advice: Hoansoo's take on building something with real customers and solid fundamentals[00:24:00] Roadmap: Data center expansion, orchestration features, and governance via staking.[00:25:00] TGE Ahead: Exabits' upcoming token generation event and next steps.Connecthttps://www.exabits.ai/https://www.linkedin.com/company/exabitsai/https://x.com/exa_bitshttps://www.linkedin.com/in/hoansoo-lee-21586b9/https://www.linkedin.com/in/amanda-whitcroft-324879164/DisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Hosts Simon and Jillian discuss how you can uncover hidden trends and make data-driven decisions - all through natural conversation, with Amazon Q in Quicksight, plus, more of the latest updates from AWS. 00:00 - Intro, 00:22 - Top Stories, 02:50 - Analytics, 03:35 - Application Integrations, 04:48 - Amazon Sagemaker, 05:29 - Amazon Bedrock Knowledge Bases, 05:48- Amazon Polly, 06:46 - Amazon Bedrock, 07:31 - Amazon Bedrock Model Evolution LLM, 08:29 - Business Application, 08:58 - Compute, 09:51 - Contact Centers, 10:54 - Containers, 11:12 - Database, 14:21 - Developer Tools, 15:20 - Front End Web and Mobile, 15:45 - Games, 16:04 - Management and Governance, 16:35 - Media Services, 16:47 - Network and Content Delivery, 19:39 - Security Identity and Compliance, 20:24 - Serverless, 21:48 - Storage, 22:43 - Wrap up Show Notes: https://dqkop6u6q45rj.cloudfront.net/shownotes-20250404-184823.html

In this episode of The Geek Narrator podcast, Lalit Suresh, CEO of Feldera, joins us to share insights on incremental view maintenance and its significance in modern data processing.We have discussed the challenges posed by distributed systems, the mathematical foundation of DBSP, and how Feldera's architecture addresses these challenges. Performance optimization, handling late events, and the future of stream processing, the importance of SQL in creating efficient data workflows - its all in here.Chapters00:00 Introduction to Incremental View Maintenance06:30 Challenges in Distributed Systems11:46 Batch Processing vs Stream Processing16:27 Understanding DBSP: The Mathematical Foundation27:46 Architecture of Feldera and Data Flow39:23 Partitioning and Storage Layer in Feldera42:51 Understanding Co-Design Storage Layers45:52 Foreground and Background Workers in DBSP49:16 Tuning Background Workers for Performance49:41 Synchronous Compute Model and View Propagation51:35 Zsets and Batch Processing in Stream Workloads54:00 Data Model Optimization in Feldera57:22 Handling Late Events and Lateness in Feldera01:01:18 Watermarks and Lateness Annotations01:04:20 Error Handling and Idempotency in Feldera01:11:05 Feldera's Differentiators and Future Roadmap

In this episode of Project Synapse, hosts discuss the underestimated changes brought about by advanced AI systems, the need for critical thinking, and preparedness for scenarios triggered by rapid technological advancements. The conversation covers the impactful paper 'Preparing for the Intelligence Explosion' by Will McCaskill and Finn Moon House, which emphasizes the acceleration of AI and the potential consequences on society. Amidst AI's advancements in diverse fields like manufacturing and cybersecurity, the hosts shed light on the importance of foresight and human adaptability to maintain balance and progress in an AI-driven future. 00:00 A Quiet Week and Unexpected Snow 00:17 Surviving the Ice Storm 01:48 Generator Troubles and Perplexity AI 03:23 Discussing the Intelligence Explosion Paper 04:44 Implications of Rapid AI Advancements 08:42 Historical Comparisons and Accelerated Change 12:47 Challenges in Organizational Change 17:14 Security Concerns in the Age of AI 22:34 Exponential Growth in AI Efficiency 34:18 AI Designing AI: The Future of Scalability 34:48 The Implications of Autonomous Warfare 35:44 Efficiency in AI Training and Compute 36:33 The Countdown to Superintelligence 37:35 Tariffs and Trade Imbalances: A Misunderstanding 44:01 Critical Thinking in the Age of AI 59:00 The Importance of Scenario Planning 01:00:47 The Future of Employment and Automation 01:03:14 The Human Element in a Technological World 01:04:43 Embracing AI in the Workplace 01:07:58 Concluding Thoughts: Imagining a Harmonious Future

In this episode of the ABCDs Roundup, we break down OpenAI's massive $40 billion funding round, led by SoftBank, and its impact on AI infrastructure. We explore AMD's $4.9 billion acquisition of ZT Systems as it challenges Nvidia in the AI data center wars and take a broader look at tariffs affecting the AI and blockchain industries. We also cover the latest developments in TikTok's U.S. ownership battle and Fidelity's Bitcoin market update, which predicts a potential acceleration phase in this week's chart. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com   Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

AI’s role in climate is often framed around increased energy use and emissions, but what if it could help solve the crisis? In this episode of Bloomberg Intelligence’s ESG Currents, we explore how Amazon Web Services is helping foster AI-driven climate-tech companies, including through the Compute for Climate Fellowship. AWS’ Head of Climate Tech Business Development, Startups and Venture Capital Lisbeth Kaufman joins BI director of ESG research Eric Kane to discuss how she drew inspiration from The Toxic Avenger, and highlights real-world applications of computing and AI in fusion energy, crop yields, pest mitigation and textile production. This episode was recorded on March 17. Learn more about the climate-tech startups discussed or apply for the fellowship here.See omnystudio.com/listener for privacy information.

Kevin Scott is the CTO of Microsoft, where he leads the company's AI and technology strategy at global scale and played a pivotal role in Microsoft's partnership with OpenAI. Prior to Microsoft, Kevin spent six years at Linkedin as SVP of Engineering. Kevin has also enjoyed advisory positions with Pinterest, Box, Code.org and more.  In Today's Episode We Discuss: 04:10 Where is Enduring Value in a World of AI 10:53 Why Scaling Laws are BS 12:26 What is the Bottleneck Today: Data, Compute or Algorithms 15:38: In 10 Years Time: What % of Data Usage will be Synthetic 20:04 How Will AI Agents Evolve Over the Next Five Years 23:34: Deepseek Evalution: Do We Underestimate China 28:34 The Future of Software Development 31:53 The Thing That Most Excites Me in AI is Tech Debt 35:01 Leadership Lessons from Satya Nadella 41:13 Quickfire Round  

Unsupervised Learning is a podcast that interviews the sharpest minds in AI about what's real today, what will be real in the future and what it means for businesses and the world - helping builders, researchers and founders deconstruct and understand the biggest breakthroughs. Top guests: Noam Shazeer, Bob McGrew, Noam Brown, Dylan Patel, Percy Liang, David Luan https://www.latent.space/p/unsupervised-learning Timestamps 00:00 Introduction and Excitement for Collaboration 00:27 Reflecting on Surprises in AI Over the Past Year 01:44 Open Source Models and Their Adoption 06:01 The Rise of GPT Wrappers 06:55 AI Builders and Low-Code Platforms 09:35 Overhyped and Underhyped AI Trends 22:17 Product Market Fit in AI 28:23 Google's Current Momentum 28:33 Customer Support and AI 29:54 AI's Impact on Cost and Growth 31:05 Voice AI and Scheduling 32:59 Emerging AI Applications 34:12 Education and AI 36:34 Defensibility in AI Applications 40:10 Infrastructure and AI 47:08 Challenges and Future of AI 52:15 Quick Fire Round and Closing Remarks Chapters 00:00:00 Introduction and Collab Excitement 00:00:58 Open Source and Model Adoption 00:01:58 Enterprise Use of Open Source Models 00:02:57 The Competitive Edge of Closed Source Models 00:03:56 DeepSea and Open Source Model Releases 00:04:54 Market Narrative and DeepSea Impact 00:05:53 AI Engineering and GPT Wrappers 00:06:53 AI Builders and Low-Code Platforms 00:07:50 Innovating Beyond Existing Paradigms 00:08:50 Apple and AI Product Development 00:09:48 Overhyped and Underhyped AI Trends 00:10:46 Frameworks and Protocols in AI Development 00:11:45 Emerging Opportunities in AI 00:12:44 Stateful AI and Memory Innovation 00:13:44 Challenges with Memory in AI Agents 00:14:44 The Future of Model Training Companies 00:15:44 Specialized Use Cases for AI Models 00:16:44 Vertical Models vs General Purpose Models 00:17:42 General Purpose vs Domain-Specific Models 00:18:42 Reflections on Model Companies 00:19:39 Model Companies Entering Product Space 00:20:38 Competition in AI Model and Product Sectors 00:21:35 Coding Agents and Market Dynamics 00:22:35 Defensibility in AI Applications 00:23:35 Investing in Underappreciated AI Ventures 00:24:32 Analyzing Market Fit in AI 00:25:31 AI Applications with Product Market Fit 00:26:31 OpenAI's Impact on the Market 00:27:31 Google and OpenAI Competition 00:28:31 Exploring Google's Advancements 00:29:29 Customer Support and AI Applications 00:30:27 The Future of AI in Customer Support 00:31:26 Cost-Cutting vs Growth in AI 00:32:23 Voice AI and Real-World Applications 00:33:23 Scaling AI Applications for Demand 00:34:22 Summarization and Conversational AI 00:35:20 Future AI Use Cases and Market Fit 00:36:20 AI Education and Model Capabilities 00:37:17 Reforming Education with AI 00:38:15 Defensibility in AI Apps 00:39:13 Network Effects and AI 00:40:12 AI Brand and Market Positioning 00:41:11 AI Application Defensibility 00:42:09 LLM OS and AI Infrastructure 00:43:06 Security and AI Application 00:44:06 OpenAI's Role in AI Infrastructure 00:45:02 The Balance of AI Applications and Infrastructure 00:46:02 Capital Efficiency in AI Infrastructure 00:47:01 Challenges in AI DevOps and Infrastructure 00:47:59 AI SRE and Monitoring 00:48:59 Scaling AI and Hardware Challenges 00:49:58 Reliability and Compute in AI 00:50:57 Nvidia's Dominance and AI Hardware 00:51:57 Emerging Competition in AI Silicon 00:52:54 Agent Authentication Challenges 00:53:53 Dream Podcast Guests 00:54:51 Favorite News Sources and Startups 00:55:50 The Value of In-Person Conversations 00:56:50 Private vs Public AI Discourse 00:57:48 Latent Space and Podcasting 00:58:46 Conclusion and Final Thoughts

In today's episode, Andreas Munk Holm talks with Jonatan Luther-Bergquist from Inflection.xyz, who shares his journey in framing crypto fundamentally as a compute technology and formulating their thesis on sovereign compute back in 2023. Jonatan explains that while the early work in crypto helped lay the groundwork for disruptive technology, he saw a bigger picture emerging - a need for Europe and other regions to improve their digital independence.In this conversation, Jonatan dives into the three pillars of his sovereign compute thesis: scaling compute capabilities, building resilient systems, and ensuring access to data flows. He illustrates his points with real-world examples, from photonics and semiconductor technologies to communications that can make all the difference in modern defense scenarios. By drawing parallels between evolving technology and the pressing geopolitical challenges, like those seen in Ukraine, Jonatan makes a compelling case for why investing in robust, forward-thinking compute solutions is essential for a secure and prosperous future.Chapters: 00:23 The Importance of Compute for Sovereignty00:38 Key Areas for Improvement in Compute01:27 Integrating Compute into Daily Life02:54 The Story of Inflection04:03 Inflection's Early Focus on Crypto 05:18 Transition to Sovereign Compute11:22 Challenges in the Crypto Space17:22 Understanding Sovereign Compute21:24 Equipping Compute Resources with Quality Data22:04 Understanding the Concept of Flow in Compute22:15 Evaluating Vertical Focus in VC Firms24:14 The Importance of Quality in Investment Decisions28:52 Exploring Technologies in Sovereign Compute29:40 Innovative Compute Solutions: From Semiconductors to Brain Tissue31:47 The Role of Communication in Modern Warfare33:48 The Geopolitical Importance of Sovereignty34:27 Personal and Professional Journey in Defense Tech41:26 Transitioning from Crypto to Sovereign Compute

Kony is the CEO and Co-founder of GAIB, the economic layer transforming AI infrastructure investment. Prior to GAIB, Kony worked in asset management and investment banking, with experience across private equity, credit research, and SPACs. He later joined a crypto exchange, focusing on mergers and acquisitions. Combining his expertise in finance and technology, Kony founded GAIB to reshape investment opportunities in AI infrastructure, making it more accessible and opening doors to the technologies that will drive the future.

Kony is the CEO and Co-founder of GAIB, the economic layer transforming AI infrastructure investment. Prior to GAIB, Kony worked in asset management and investment banking, with experience across private equity, credit research, and SPACs. He later joined a crypto exchange, focusing on mergers and acquisitions. Combining his expertise in finance and technology, Kony founded GAIB to reshape investment opportunities in AI infrastructure, making it more accessible and opening doors to the technologies that will drive the future.

New game-changing AI developments are here, from SageMaker Unified Studio to Bedrock's new multi-agent capabilities. Join your hosts Simon and Jillian for the latest updates from AWS. 00:00:00 - Intro 00:00:49 - Top Stories 00:02:31 - Amazon Bedrock 00:05:35 - Analytics 00:06:08 - Application Integration 00:06:41 - AWS Step Function Workflow Studio 00:06:59 - Amazon Bedrock 00:07:26 - GraphRAG 00:09:08 - Amazon Nova Pro Foundation Model 00:09:32 - Amazon S3 Table and Sagemaker Lakehouse 00:12:00 - Compute 00:13:30 - Customer Engagement 00:14:39 - Data Bases 00:15:09 - Developer Tools 00:17:09 - End User Computing 00:17:25 - Front end Web and Mobile 00:18:08 - Games Internet of things 00:20:12 - Management and Governance 00:20:31 - Networking and Content Delivery 00:20:41 - AWS Application Load Balancer 00:21:06 - Security Identity End Compliance 00:22:32 - Storage 00:23:47 - Wrap up

Would you leave a stable, high-paying job at Google to build something that competes with NVIDIA, Intel, and AMD? That's exactly what Tim Davis, co-founder and president of Modular, did. Since then, his company has raised $130M to reimagine AI compute infrastructure — but are AI startups really desperate for a new compute layer? And what's it like to build a startup when your biggest competitors are trillion-dollar giants? In this episode of Fund/Build/Scale, Tim shares his vision for the future of AI compute, why talent is the real key to success, and some of the tough lessons he's learned from three startups. RUNTIME 46:27 EPISODE BREAKDOWN (1:26) “We are building a new accelerated execution platform for compute.” (6:41) “ It will exist all over the place and it already does, but AI will be everywhere that compute is.” (11:18) “ You only you only have so much time in a week. What is the thing that you're best at?” (15:13) “ We have decided to start from the hardest part of the software stack.” (22:44) “For the most talented people in the world, the risk is actually not as great as what you think.” (30:24) “ Growing up in Australia, my view of the of the United States was very much driven from the media and from Hollywood.” (33:26) “ I sat in a room for six weeks and just met everyone that I could. And that really was the beginning of a journey to the United States.” (37:48) “ I still think there's a special place in the Bay Area, and in the United States, there is a different risk appetite.” (40:41) The one question Tim would have to ask the CEO before he'd take a job at someone else's early-stage startup. LINKS Tim Davis, co-founder, president timdavis.com Chris Lattner, co-founder, CEO Modular AI startup Modular raises $100 mln in General Catalyst-led funding, 8/24/2023, Reuters  SUBSCRIBE

Today, we're joined by Jonas Geiping, research group leader at Ellis Institute and the Max Planck Institute for Intelligent Systems to discuss his recent paper, “Scaling up Test-Time Compute with Latent Reasoning: A Recurrent Depth Approach.” This paper proposes a novel language model architecture which uses recurrent depth to enable “thinking in latent space.” We dig into “internal reasoning” versus “verbalized reasoning”—analogous to non-verbalized and verbalized thinking in humans, and discuss how the model searches in latent space to predict the next token and dynamically allocates more compute based on token difficulty. We also explore how the recurrent depth architecture simplifies LLMs, the parallels to diffusion models, the model's performance on reasoning tasks, the challenges of comparing models with varying compute budgets, and architectural advantages such as zero-shot adaptive exits and natural speculative decoding. The complete show notes for this episode can be found at https://twimlai.com/go/723.

Despite leading the world in AI innovation, there's no guarantee that America will rise to meet the challenge of AI infrastructure. Specifically, the key technological barrier for data center construction within the next 5 years is new power capacity. To discuss policy solutions, ChinaTalk interviewed Ben Della Rocca, who helped write the AI infrastructure executive order and formerly served as director for technology and national security on Biden's NSC, as well as Arnab Datta, director at IFP and managing director at Employ America, and Tim Fist, a director at IFP. Arnab and Tim just published a fantastic three-part series exploring the policy changes needed to ensure that AGI is invented in the USA and deployed through American data centers. In today's interview, we discuss… The need for new power generation driven by ballooning demand for compute, The impact of the January 2025 executive order on AI infrastructure, Which energy technologies can (and can't) power gigawatt-scale AI training facilities (and why Jordan is all-in on GEOTHERMAL), Challenges for financing moonshot green power ideas and the role of government action, The failure of the market to prioritize AI lab security, and what can be done to fend off threats from adversaries and non-state actors. Outtro music: Ghost Crew - 蝴蝶武士 (Butterfly Warriors) (Youtube link) Learn more about your ad choices. Visit megaphone.fm/adchoices

On the latest episode of Unsupervised Learning, Jacob is joined by two of the most influential minds in AI today. 

Despite leading the world in AI innovation, there's no guarantee that America will rise to meet the challenge of AI infrastructure. Specifically, the key technological barrier for data center construction within the next 5 years is new power capacity. To discuss policy solutions, ChinaTalk interviewed Ben Della Rocca, who helped write the AI infrastructure executive order and formerly served as director for technology and national security on Biden's NSC, as well as Arnab Datta, director at IFP and managing director at Employ America, and Tim Fist, a director at IFP. Arnab and Tim just published a fantastic three-part series exploring the policy changes needed to ensure that AGI is invented in the USA and deployed through American data centers. In today's interview, we discuss… The need for new power generation driven by ballooning demand for compute, The impact of the January 2025 executive order on AI infrastructure, Which energy technologies can (and can't) power gigawatt-scale AI training facilities (and why Jordan is all-in on GEOTHERMAL), Challenges for financing moonshot green power ideas and the role of government action, The failure of the market to prioritize AI lab security, and what can be done to fend off threats from adversaries and non-state actors. Outtro music: Ghost Crew - 蝴蝶武士 (Butterfly Warriors) (Youtube link) Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Azizi Podcast, host Samir Azizi sits down with Mori Zihayat, a core contributor to Heisenberg Network (Heisenberg.so). They dive deep into the world of AI, decentralization, and the future of compute, covering topics like: - Mori's journey into AI, blockchain, and decentralized computing - The problems facing AI projects today and why many struggle - How AI depends on structured data and what most people get wrong - Heisenberg Network's mission to revolutionize AI compute and data processing - How anyone can contribute their unused CPU power and earn crypto If you're interested in the future of AI, decentralized infrastructure, and how you can profit from the AI revolution, this episode is for you. Learn more about Heisenberg Network: Website: https://www.heisenberg.so/ Join the Heisenberg Node Waitlist: https://www.heisenberg.so/heisenberg-node Follow Mori Zihayat: X: https://x.com/MoriZihayat LinkedIn: https://www.linkedin.com/in/morteza-zihayat/ Follow Heisenberg Network: X: https://x.com/HeisenbergNet LinkedIn: https://www.linkedin.com/company/heisenbergnet Subscribe for more AI, blockchain, and tech deep dives.  

Smart homes are getting smarter, but at what cost? Are we truly building intelligent, secure spaces, or are we creating a fragile ecosystem that could fail when we need it most?

ANTIC Episode 115 In this episode of ANTIC The Atari 8-Bit Computer Podcast… we talk lots of contest news, Mr. Paint, a DIY Atari-themed monitor, and lots of other Atari 8-bit news.  Plus, we find a book on “exhausting” Atari games! READY! Recurring Links  Floppy Days Podcast  AtariArchives.org  AtariMagazines.com  Kay's Book “Terrible Nerd”  New Atari books scans at archive.org  ANTIC feedback at AtariAge  Atari interview discussion thread on AtariAge  Interview index: here  ANTIC Facebook Page  AHCS  Eaten By a Grue  Next Without For  Links for Items Mentioned in Show: What we've been up to Scanned stuff from Timothy Onders https://archive.org/details/stx_Atari_400_800_Personal_Computer_System_Operating_System_Listing_1981-02_CO16579 https://archive.org/details/stx_Atari_400_800_Personal_Computer_System_Hardware_Manual_CO16555_1980-10 https://archive.org/details/APX_Isopleth_Map-Making_Package_manual_APX-20103_1982-06 Pilot book - “Atari 400/800 Student Pilot Reference Guide” by Atari - https://archive.org/details/atari_pilot-student-guide  Scanned JACG (Jersey Atari Computer Group) newsletters: October, 1985 - https://archive.org/details/jacg-newsletter-1985-october-vol-5-no-2  November, 1985 - https://archive.org/details/jacg-newsletter-1985-november-vol-5-no-3  Atari newsletters at Internet Archive - https://docs.google.com/spreadsheets/d/1RkznDDlOL2O_K-RrbkajIuo6DvYof6Ajrn7j9NTcoDM/edit?usp=sharing  Recent Interviews ANTIC Interview 453 - Giann Velasquez, Atariteca - https://ataripodcast.libsyn.com/antic-interview-453-giann-velasquez-atariteca  ANTIC Interview 452 - Dean Garraghty, DGS Software  ANTIC Interview 454 - Steve Kranish, Parker Brothers Frogger  News Mr. Paint by Wade Ripkowski: https://github.com/Ripjetski6502/MrPaint  https://forums.atariage.com/topic/379270-mr-paint/  Atari ‘faux neon' LED logo sign, $40 on pre-order - https://atari.com/products/atari-neon-led-sign-white-12-x-13  “errant” on git - using Atari as a keyboard for a PC. Code and instructions posted: https://git.sdf.org/errant/keytari  https://voidptr.org/  Arcade Centipede emulated on Atari 800XL - https://forums.atariage.com/topic/379015-centipede-emulator-for-the-atari-800xl/  FujiCup 2024 Results Announced:  https://fujicup.pl/  results page for 2024 - https://fujicup.pl/wyniki2024  Video - https://www.youtube.com/watch?v=xW-z9tD1OW4  Download all 2024 games in ZIP archive  Atari Homebrew Awards 2024: https://www.youtube.com/watch?v=0b3g4Czr0BE  Best Atari 8-Bit/5200 Homebrew (Original) - https://forums.atariage.com/topic/379180-7th-annual-atari-homebrew-awards-atari-8-bit5200-homebrew-original/  Best Atari 8-Bit/5200 Homebrew (Port) - ​​https://forums.atariage.com/topic/379181-7th-annual-atari-homebrew-awards-atari-8-bit5200-homebrew-port/  Best Atari 8-Bit/5200 WIP (Original) - https://forums.atariage.com/topic/379182-7th-annual-atari-homebrew-awards-atari-8-bit5200-wip-original/  Best Atari 8-Bit/5200 WIP (Port) - https://forums.atariage.com/topic/379183-7th-annual-atari-homebrew-awards-atari-8-bit5200-wip-port/  800XL gets a mention in Hackaday article - https://hackaday.com/2025/02/21/genetic-algorithm-runs-on-atari-800-xl/  XCL10 Monitor - Marcin "Fokaszalot" - Baran - https://atarionline.pl/v01/index.php?ct=nowinki&ucat=1&subaction=showfull&id=1740334426  BASIC 10-Liner Contest - https://gkanold.wixsite.com/homeputerium/copy-of-games-list-2024  Via bill kendrick - https://www.timeextension.com/features/interview-it-was-a-suicide-mission-larry-siegel-reflects-on-ataris-failed-war-on-nintendo  Compute! Magazine ATR by Issue #4 to #95 - Rory McMahon - https://discord.com/channels/1071168010427060324/1071168010427060327/1340108131690348607  https://www.eurogamer.net/40-years-on-rescue-on-fractalus-remains-a-rare-reminder-of-the-magic-of-lucasfilm-games  Computer Dealer Demos: Selling Home Computers with Bouncing Balls and Animated Logos by Patryk Wasiak, Institute for Cultural Studies, University of Wrocław, Poland - https://www.academia.edu/10744534/Computer_Dealer_Demos_Selling_Home_Computers_with_Bouncing_Balls_and_Animated_Logos?email_work_card=title  Why the N tools?” By Thomas Cherryhomes:  https://fujinet.online/2025/02/21/atari-why-the-n-tools/  Video - https://youtu.be/BUR_KRTRWk0  1090XL Expansion case: https://forums.atariage.com/topic/318373-1090xl-remake/page/41/#findComment-5620900  Link to STLs: https://makerworld.com/en/models/1084156  Upcoming Shows Midwest Gaming Classic - April 4-6 - Baird Center, Milwaukee, WI - https://www.midwestgamingclassic.com/  VCF East - April 4-6, 2025 - Wall, NJ - http://www.vcfed.org  Indy Classic Computer and Video Game Expo - April 12-13 - Crowne Plaza Airport Hotel, Indianapolis, IN - https://indyclassic.org/  VCF Europe - May 3-4 - Munich, Germany - https://vcfe.org/E/  Retrofest 2025 - May 31-June1 - Steam Museum of the Great Western Railway, Swindon, UK - https://retrofest.uk/  Vancouver Retro Gaming Expo - June 14 - New Westminster, BC, Canada - https://www.vancouvergamingexpo.com/index.html  VCF Southwest - June 20-22, 2025 - Davidson-Gundy Alumni Center at UT Dallas - https://www.vcfsw.org/  Southern Fried Gaming Expo and VCF Southeast - June 20-22, 2025 - Atlanta, GA - https://gameatl.com/  Silly Venture SE (Summer Edition) - July 31-Aug. 3 - Gdansk, Poland - https://www.demoparty.net/silly-venture/silly-venture-2025-se   Fujiama - August 11-17 - Lengenfeld, Germany - http://atarixle.ddns.net/fuji/2025/  VCF Midwest - September 13-14, 2025 - Renaissance Schaumburg Convention Center in Schaumburg, IL - http://vcfmw.org/  Portland Retro Gaming Expo - October 17-19 - Oregon Convention Center, Portland, OR - https://retrogamingexpo.com/  Event page on Floppy Days Website - https://docs.google.com/document/d/e/2PACX-1vSeLsg4hf5KZKtpxwUQgacCIsqeIdQeZniq3yE881wOCCYskpLVs5OO1PZLqRRF2t5fUUiaKByqQrgA/pub  YouTube Videos The Atari 800 Quick Repair Guide ! - Paul Westphal - https://www.youtube.com/watch?v=5R7CpvJLERk  Atari Pioneers Spill: 80s Gaming's Untold Stories! - Convention Coverage - https://www.youtube.com/watch?v=YexxqfHUeik  Cutting Edge, Atari XL/XE 64 bytes intro - Freddy Offenga - https://www.youtube.com/watch?v=bcoGgFd-3Nc (From LoveByte 2025 - https://lovebyte.party/ ) "Abundance" 128 Byte Intro Atari XL/XE - gorgh Atari - https://www.youtube.com/watch?v=T6HmWxcGVrg  New at Archive.org  https://archive.org/details/addison-wesley-adventures-voor-uw-atari-xlxe  https://archive.org/details/addison-wesley-afmattende-spelen-voor-uw-atari-600-xl-800-xl  https://archive.org/details/great-lakes-atari-digest-june-1989-vol-1-no-4  https://archive.org/details/great-lakes-atari-digest-october-1989-vol-1-no-8  https://archive.org/details/catch-on-to-computers-with-atari-logo-post-cereal  https://archive.org/details/computer-shopper-april-1987-vol-7-num-4-atari-articles  https://archive.org/details/salespersons-guide-to-the-atari-400-home-computer-system/page/n1/mode/2up  https://archive.org/details/excalibur-magazine/  https://archive.org/details/capitol-hill-atari-owners-society-software-library-disk-catalog-march-1987  https://archive.org/details/atari-price-list-june-1982-and-letters/mode/2up  https://archive.org/details/grand-rapids-atari-systems-supporters-software-library-disk-catalog-1987  Commercial Atari XE Computer System Commercial (1988) - https://www.youtube.com/watch?v=LjWEE5r8Rak  Feedback Chris Lorenzo - Vintage Gaming Memories (YouTube) - Atari Addict Collectors Issue Magazine 

Anthropic's most advanced AI model yet is now on Amazon Bedrock, plus, multimodal content analysis with Bedrock Data Automation. Keep up with these updates and more on this week's AWS News. Chapters: 00:00:00 - Intro 00:01:02 - Anthropic Claude 3.7 00:03:14 - Amazon Bedrock Data Automation 00:05:54 - Analytics 00:06:50 - Artificial Intelligence 00:09:23 - Compute 00:12:37 - Customer Engagement 00:13:50 - Databases 00:16:11 - Developer Tools 00:17:05 - End User Computing 00:17:23 - Front End Web and Mobile 00:18:31 - Management End Governance 00:19:34 - Migration and Modernization 00:20:43 - Security Identity End Compliance 00:21:56 - Storage 00:22:12 - Outro

Lex interviews Sam Williams - founder of Arweave. This episode delves into the innovative aspects of Arweave, a protocol designed for permanent data storage and computation within the Web3 ecosystem. The discussion covers a range of topics, from the economic models underpinning Arweave to its potential applications in decentralized finance (DeFi) and beyond. Notable discussion points: The Founding of Arweave and its Mission – Sam Williams' interest in distributed computing and concerns about authoritarianism led him to create Arweave in 2017. Inspired by the Snowden leaks, he saw the need for a blockchain-based permanent storage solution to protect journalism, historical records, and digital assets from censorship. Decentralized vs. Distributed Storage – Williams explained how Arweave differs from alternatives like IPFS and Filecoin. Unlike traditional storage, which requires ongoing payments, Arweave uses a one-time payment model. This storage endowment leverages declining storage costs to ensure long-term data persistence without relying on centralized infrastructure. Arweave's Expansion into Decentralized Compute – Arweave has evolved beyond storage to develop decentralized computing through "Arweave IO." This enables parallelized smart contract execution, making it possible to run AI models, financial automation, and decentralized apps on-chain—aligning with Web3's shift toward autonomous, intelligent systems.MENTIONED IN THE CONVERSATION Topics: Arweave, permanent data storage, Web3, decentralized systems, distributed systems, blockchain, economic models, IPFS, Filecoin, decentralized computing, decentralized finance, compute ABOUT THE FINTECH BLUEPRINT 

Angelo Zino believes Oracle's (ORCL) earnings "should be fine." He thinks investors will watch for the company's outlook, especially when it comes to compute demand, along with supply and demand. Angelo says that supply will hinge on Nvidia's (NVDA) Blackwell chip. Tom White offers a pair of example options trades in Oracle.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Follow Proof of Coverage Media: https://x.com/Proof_CoverageConnor sits down with Tory Green to discuss how Io.net is revolutionizing AI infrastructure with affordable, decentralized compute power. They explore the challenges of centralized cloud providers, how DeepSeek underscores the need for decentralized AI solutions, and why Solana's speed and community support make it the ideal foundation for Io.net. Tory also breaks down the network's transparency, staking mechanisms, and competitive edge against AWS, GCP, and Azure, along with Io.net's plans for product launches, partnerships, and mainstream adoption.Timestamps:00:00 - Introduction02:50 The Impact of DeepSeek on AI06:04 The Journey to Decentralized AI08:46 Understanding Io.net's Core Problem12:00 Io.net's Solution and Market Position15:09 Overcoming Latency Challenges18:04 Choosing Solana for Io.net's Infrastructure21:03 Token Utility and Community Engagement23:55 Future Aspirations for Io.netDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Free Website Audit Series: high-end fashion and apparel niche (Shopify, social media conversions, blogs, logos). A very good job on this website! Nice Shopify store, I am providing free website audit content here for the Discord community I am a part of, and for all you Game and Compute listeners out there. Enjoy!

This week on No Priors, Sarah is joined by Dan Hendrycks, director of the Center of AI Safety. Dan serves as an advisor to xAI and Scale AI. He is a longtime AI researcher, publisher of interesting AI evals such as "Humanity's Last Exam," and co-author of a new paper on National Security "Superintelligence Strategy" along with Scale founder-CEO Alex Wang and former Google CEO Eric Schmidt. They explore AI safety, geopolitical implications, the potential weaponization of AI, along with policy recommendations. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @DanHendrycks Show Notes: 0:00 Introduction 0:36 Dan's path to focusing on AI Safety 1:25 Safety efforts in large labs 3:12 Distinguishing alignment and safety 4:48 AI's impact on national security 9:59 How might AI be weaponized? 14:43 Immigration policies for AI talent 17:50 Mutually assured AI malfunction 22:54 Policy suggestions for current administration 25:34 Compute security 30:37 Current state of evals

Tim Fist, Director of Emerging Technology Policy at the Institute for Future Progress, and Arnab Datta, Director of Infrastructure Policy at IFP and Managing Director of Policy Implementation at Employ America, join Kevin Frazier, a Contributing Editor at Lawfare and adjunct professor at Delaware Law, to dive into the weeds of their thorough report on building America's AI infrastructure. The duo extensively studied the gulf between the stated goals of America's AI leaders and the practical hurdles to realizing those ambitious aims.Check out the entire report series here: Compute in AmericaTo receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Io.net is a decentralized computing platform that provides affordable and efficient access to GPU resources for machine learning (ML) and artificial intelligence (AI) applications. It leverages unused computing power from a global network of nodes, including independent data centers and crypto miners. Gaurav Sharma is the CTO at Io.net with experience at Binance, Agoda, Amazon, and Ebay.

Despite reports of Microsoft canceling data center leases, AI compute demand is still accelerating. This episode breaks down Wall Street's ongoing AI skepticism and the reasons why companies like Meta, OpenAI, and Apple are making massive infrastructure bets. Plus, key takeaways from Nvidia's latest earnings and what reasoning models mean for the future of computing. Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlwThe Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown

While Nvidia's (NVDA) stock price bleeds, optimism rides in the analyst community following earnings from the Big Tech leader. Caroline Woods notes price target hikes but adds it's "hard to be more bullish" when just about everyone was a bull to begin with. She notes CEO Jensen Huang's comments on DeepSeek as bullish for the company's outlook. Huang argued the Chinese A.I. model showed more compute power will be needed in A.I.'s evolution.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Steeve Morin is the Founder & CEO @ ZML, a next-generation inference engine enabling peak performance on a wide range of chips. Prior to founding ZML, Steeve was the VP Engineering at Zenly for 7 years leading eng to millions of users and an acquisition by Snap.  In Today's Episode We Discuss: 04:17 How Will Inference Change and Evolve Over the Next 5 Years 09:17 Challenges and Innovations in AI Hardware 15:38 The Economics of AI Compute 18:01 Training vs. Inference: Infrastructure Needs 25:08 The Future of AI Chips and Market Dynamics 34:43 Nvidia's Market Position and Competitors 38:18 Challenges of Incremental Gains in the Market 39:12 The Zero Buy-In Strategy 39:34 Switching Between Compute Providers 40:40 The Importance of a Top-Down Strategy for Microsoft and Google 41:42 Microsoft's Strategy with AMD 45:50 Data Center Investments and Training 46:40 How to Succeed in AI: The Triangle of Products, Data, and Compute 48:25 Scaling Laws and Model Efficiency 49:52 Future of AI Models and Architectures 57:08 Retrieval Augmented Generation (RAG) 01:00:52 Why OpenAI's Position is Not as Strong as People Think 01:06:47 Challenges in AI Hardware Supply  

On this episode of Crazy Wisdom, host Stewart Alsop speaks with Ivan Vendrov for a deep and thought-provoking conversation covering AI, intelligence, societal shifts, and the future of human-machine interaction. They explore the "bitter lesson" of AI—that scale and compute ultimately win—while discussing whether progress is stalling and what bottlenecks remain. The conversation expands into technology's impact on democracy, the centralization of power, the shifting role of the state, and even the mythology needed to make sense of our accelerating world. You can find more of Ivan's work at nothinghuman.substack.com or follow him on Twitter at @IvanVendrov.Check out this GPT we trained on the conversation!Timestamps00:00 Introduction and Setting00:21 The Bitter Lesson in AI02:03 Challenges in AI Data and Infrastructure04:03 The Role of User Experience in AI Adoption08:47 Evaluating Intelligence and Divergent Thinking10:09 The Future of AI and Society18:01 The Role of Big Tech in AI Development24:59 Humanism and the Future of Intelligence29:27 Exploring Kafka and Tolkien's Relevance29:50 Tolkien's Insights on Machine Intelligence30:06 Samuel Butler and Machine Sovereignty31:03 Historical Fascism and Machine Intelligence31:44 The Future of AI and Biotech32:56 Voice as the Ultimate Human-Computer Interface36:39 Social Interfaces and Language Models39:53 Javier Malay and Political Shifts in Argentina50:16 The State of Society in the U.S.52:10 Concluding Thoughts on Future ProspectsKey InsightsThe Bitter Lesson Still Holds, but AI Faces Bottlenecks – Ivan Vendrov reinforces Rich Sutton's "bitter lesson" that AI progress is primarily driven by scaling compute and data rather than human-designed structures. While this principle still applies, AI progress has slowed due to bottlenecks in high-quality language data and GPU availability. This suggests that while AI remains on an exponential trajectory, the next major leaps may come from new forms of data, such as video and images, or advancements in hardware infrastructure.The Future of AI Is Centralization and Fragmentation at the Same Time – The conversation highlights how AI development is pulling in two opposing directions. On one hand, large-scale AI models require immense computational resources and vast amounts of data, leading to greater centralization in the hands of Big Tech and governments. On the other hand, open-source AI, encryption, and decentralized computing are creating new opportunities for individuals and small communities to harness AI for their own purposes. The long-term outcome is likely to be a complex blend of both centralized and decentralized AI ecosystems.User Interfaces Are a Major Limiting Factor for AI Adoption – Despite the power of AI models like GPT-4, their real-world impact is constrained by poor user experience and integration. Vendrov suggests that AI has created a "UX overhang," where the intelligence exists but is not yet effectively integrated into daily workflows. Historically, technological revolutions take time to diffuse, as seen with the dot-com boom, and the current AI moment may be similar—where the intelligence exists but society has yet to adapt to using it effectively.Machine Intelligence Will Radically Reshape Cities and Social Structures – Vendrov speculates that the future will see the rise of highly concentrated AI-powered hubs—akin to "mile by mile by mile" cubes of data centers—where the majority of economic activity and decision-making takes place. This could create a stark divide between AI-driven cities and rural or off-grid communities that choose to opt out. He draws a parallel to Robin Hanson's Age of Em and suggests that those who best serve AI systems will hold power, while others may be marginalized or reduced to mere spectators in an AI-driven world.The Enlightenment's Individualism Is Being Challenged by AI and Collective Intelligence – The discussion touches on how Western civilization's emphasis on the individual may no longer align with the realities of intelligence and decision-making in an AI-driven era. Vendrov argues that intelligence is inherently collective—what matters is not individual brilliance but the ability to recognize and leverage diverse perspectives. This contradicts the traditional idea of intelligence as a singular, personal trait and suggests a need for new frameworks that incorporate AI into human networks in more effective ways.Javier Milei's Libertarian Populism Reflects a Global Trend Toward Radical Experimentation – The rise of Argentina's President Javier Milei exemplifies how economic desperation can drive societies toward bold, unconventional leaders. Vendrov and Alsop discuss how Milei's appeal comes not just from his radical libertarianism but also from his blunt honesty and willingness to challenge entrenched power structures. His movement, however, raises deeper questions about whether libertarianism alone can provide a stable social foundation, or if voluntary cooperation and civil society must be explicitly cultivated to prevent libertarian ideals from collapsing into chaos.AI, Mythology, and the Need for New Narratives – The conversation closes with a reflection on the power of mythology in shaping human understanding of technological change. Vendrov suggests that as AI reshapes the world, new myths will be needed to make sense of it—perhaps similar to Tolkien's elves fading as the age of men begins. He sees AI as part of an inevitable progression, where human intelligence gives way to something greater, but argues that this transition must be handled with care. The stories we tell about AI will shape whether we resist, collaborate, or simply fade into irrelevance in the face of machine intelligence.

Jonathan Ross is the Founder & CEO of Groq, the creator of the world's  first Language Processing Unit (LPUTM). Prior to Groq, Jonathan began  what became Google's Tensor Processing Unit (TPU) as a 20% project where he  designed and implemented the core elements of the first-generation TPU chip.  Jonathan next joined Google X's Rapid Eval Team, the initial stage of the famed  “Moonshots Factory”, where he devised and incubated new Bets (Units) for Google's  parent company, Alphabet. In Today's Episode We Discuss: 04:20 Interview with Jonathan Ross Begins 04:59 Scaling Laws and AI Model Training 06:22 Synthetic Data and Model Efficiency 12:01 Inference vs. Training Costs: Why NVIDIA Loses Inference 17:06 The Future of AI Inference: Efficiency and Cost 18:15 Chip Supply and Scaling Concerns 20:57 Energy Efficiency in AI Computation 25:40 Why Most Dollars Into Datacenters Will Be Lost 31:05 Meta, Google, and Microsoft's Data Center Investments 41:11 Distribution of Value in the AI Economy 42:10 Stages of Startup Success 43:17 The AI Investment Bubble 45:00 The Keynesian Beauty Contest in VC 48:40 NVIDIA's Role in the AI Ecosystem 53:39 China's AI Strategy and Global Implications 57:51 Europe's Potential in the AI Revolution 01:10:14 Future Predictions and AI's Impact on Society  

Timon is designing a backpack for the Pi Compute Module, and we're stuffing it full of fun features. We need a lot of clearance for the Pi Compute module so we can put parts underneath. Let's look up the matching connectors for the CM4/CM5, what clearances you'll get, pricing, and the availability from DigiKey. See the chosen part on DigiKey: https://www.digikey.com/short/bhj2r04p ----------------------------------------- Visit the Adafruit shop online - http://www.adafruit.com LIVE CHAT IS HERE! http://adafru.it/discord Subscribe to Adafruit on YouTube: http://adafru.it/subscribe New tutorials on the Adafruit Learning System: http://learn.adafruit.com/

Ladyada explores I2S DACs, testing PCM51xx as a UDA1334A alternative. Work continues on the TLV320DAC3100, we test an AI API interface for setters/getters for Claude with pay per token. A new Pi Compute Module backpack is in progress - And we search for tall connectors for CM4/CM5.

We used to stock a PiCam Module (https://www.adafruit.com/product/5247) that would plug into a Pi CM4 or CM5 - recently we went to restock it, but the vendor hasn't replied to our emails for many months. So, it could be a good time for us to design something that works similarly but with more capabilities. So we tasked Timon (https://github.com/timonsku) with designing something for us - we just said, "Make the best thing ya can," and he delivered! Check this board out that plugs onto the compute module and provides many great accessories: USB connection for bootloading/USB gadget, USB 3.0 host type A for CM5, micro HDMI, micro SD card for data storage on 'Lite modules, camera connection, and mount, two DSI connectors, fan connect, Stemma QT / Qwiic connection, and RTC battery. There's one shutdown button for CM5 and two GPIO buttons plus one LED. Timon's gonna try to add an EYESPI connector for our next rendering so we can get some I2C/SPI/PWM outputs easily. What do you think? We wanted to keep it compact and not too pricey (aiming for under $30 cost. We'll see if we can get it there) but were able to craft fairly complex projects in a small space. Visit the Adafruit shop online - http://www.adafruit.com ----------------------------------------- LIVE CHAT IS HERE! http://adafru.it/discord Subscribe to Adafruit on YouTube: http://adafru.it/subscribe New tutorials on the Adafruit Learning System: http://learn.adafruit.com/ ----------------------------------------- #raspberrypi #camera #tech

GAME AND COMPUTE WEBSITE Temporary Changes (Please See New Link Below). https://gameandcompute9.godaddysites.com/

For episode 483, Chief Strategy Officer Mark Fidelman joins Brandon Zemp to discuss Exabits, a compute-based layer platform transforming high-performance GPU clusters into accessible investment assets. Mark Fidelman is a globally recognized expert in AI, blockchain, and decentralized infrastructure, with over 15 years of experience leading transformative strategies for high-growth AI and blockchain companies. He is also the host of the iTunes-leading podcast "AI Marketing" and the creator of the Cryptonized YouTube channel, inspiring thousands to explore the future of AI and blockchain. ⏳ Timestamps: 0:00 | Introduction 1:09 | Who is Mark Fidelman? 3:44 | What is Exabits? 4:54 | Why is Compute valuable? 6:09 | AI Agents 6:34 | What is Tokenized Compute? 6:59 | Compute investment barriers 8:09 | How does Tokenized Compute work? 9:58 | What is G-Fi? 11:17 | What is DeepSeek? 17:43 | Decentralized AI 19:32 | How might AI help Blockchain? 26:24 | Monopolized Compute 28:33 | Exabits Roadmap 30:28 | Exabits website & community

Compute optimization in a cloud environment is a common challenge because of the need to balance performance, cost, and resource availability. The growing use of GPUs for workloads, including AI, is also increasing the complexity and importance of optimization given the relatively high cost of GPU cloud computation. Jerzy Grzywinski is a Senior Director of The post Maximizing Cloud Efficiency with Jerzy Grzywinski and Brent Segner appeared first on Software Engineering Daily.