This podcast episode delves into the intricacies of AI hardware, shedding light on its pivotal role in unlocking advancements in AI and the importance of understanding who controls the supply of this vital resource. The episode explores the distinction between GPUs and CPUs, highlighting the superior processing capabilities of GPUs and their dominance in AI computing. It investigates the reasons behind NVIDIA's success in this domain, emphasizing the significance of software optimization in maximizing hardware performance, and ponders the future of chip technology, questioning whether we are reaching the limits of lithography. The episode also teases upcoming episodes that will examine the interplay between compute, capital, and technology in the AI hardware landscape.
