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Setting The Stage for AI in 2024 (with Karl Freund)
Manage episode 405922779 series 3556820
Leonard Lee에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Leonard Lee 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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 talk about the fast-morphing competitive landscape of data center AI (generative AI to be specific) currently dominated by NVIDIA, and the course of evolution of generative AI in 2024. This discussion is a great baseline for thinking about the semiconductor industry and the prospects of the generative AI opportunity which could be the Cambrian explosion that Karl asserts.
The duo talk and debate about:
* A vibrant competitive landscape for generative AI in 2024 (01:35)
* What do we mean by "AI"? (04:20)
* Data center generative AI HPC is not just about the GPU or the NPU (04:52)
* The fragmentation of the generative AI tech landscape (06:31)
* NVIDIA goes beyond the AI servers to the rack and racks (07:40)
* Will OEMs prefer and profit from plug-n-play or proprietary AI? (09:26)
* The fine line of competing with your customers in the Gen AI game (10:10)
* The unknown economics of valuable generative AI (11:57)
* The evolution of generative AI in 2024 (13:06)
* Beyond ChatGPT and Bard, what do people want from Gen AI? (14:05)
* Gen AI: can it satisfy the requirements of business critical tasks and processes? (15:20)
* The low hanging fruits of generative AI value (18:25)
* The big profit driver for generative AI (21:03)
* Siri sucks!! But Apple is a pioneer of on-device generative AI (21:40)
* Will people pay more for generative AI? (25:12)
* When will we have enterprise grade generative AI? (28:02)
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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