Silicon Futures: The State of AI Computing 2023 (with Karl Freund)

The neXt Curve reThink Podcast

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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.
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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.