Nvidia Part III: The Dawn of the AI Era (2022-2023)

3085.43 - 3109.943 David Rosenthal

Okay, so we just said these three things that we've painted the picture of on the first part of the episode here that A, generative AI is like possible a thing and it's now getting traction. B, it requires an unbelievably massive amount of GPU compute to train. And three, it looks like the predominant way that companies are going to use that compute is going to be in the cloud.