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241 件
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0:36EN
Matthew Berman· 2025年5月2日How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.EnergyインフラとデプロイAI Strategy
2:10:07EN
Cognitive Revolution "How AI Changes Everything"· 2025年4月23日ポッドキャストA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a Yearホスト Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.セキュリティと安全性AI security安全性とガバナンス+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年4月3日ポッドキャスト · 2 人Nasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Threeホスト Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.企業と戦略AI StrategyGenerative media+3
スライド 2 枚1:14EN
Matthew Berman· 2025年3月27日NVIDIA NIM Microservices Bring Packaged AI Models to RTX PCsMatthew Berman · Forward FutureIn an NVIDIA-sponsored short, Matthew Berman introduces local AI microservices, compatible applications and the planned PDF-to-podcast workflow.インフラとデプロイLocal inferenceAI agents
45:06EN
Unsupervised Learning: With Jacob Effron· 2025年3月5日ポッドキャストMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Yearホスト Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.インフラとデプロイAI StrategyOpen-weight models+3
1:18:09EN
20VC with Harry Stebbings· 2025年2月24日ポッドキャスト · 2 人Steeve Morin on AI Inference, Chips and the Cost of Switching Hardwareゲスト Steeve Morin · ホスト Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.インフラとデプロイInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 2025年2月22日ポッドキャストNew Jersey Cut Phone Waits from 40 Minutes to 90 Secondsホスト Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.企業と戦略AI Strategyエンタープライズ AI+3
1:25:52EN
20VC with Harry Stebbings· 2025年2月17日ポッドキャスト · 2 人Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Raceゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.インフラとデプロイモデルと学習AI cost & performance+2
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· 2025年2月5日ポッドキャストA 10B Model Trained Across Three Continents — and an H200 for $1.49 an Hourホスト Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.インフラとデプロイDistributed training & inferenceAI cost & performance+3
5:06:18EN
Lex Fridman· 2025年2月2日ポッドキャストDeepSeek's $5 million training claim and the five-year bet on computeホスト Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.企業と戦略Open-weight modelsPretraining & midtraining+3
スライド 2 枚7:57EN
Matthew Berman· 2025年1月22日Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.インフラとデプロイOpenAIAGI(汎用人工知能)+1
1:24:57EN
Unsupervised Learning: With Jacob Effron· 2025年1月21日ポッドキャストA 50,000-GPU cap and a 1,700-chip loopholeホスト Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.インフラとデプロイAI RegulationGeopolitics+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年1月9日ポッドキャスト · 2 人A Hundred GPUs in Seconds: Why Modal Threw Out Docker and Kubernetesホスト Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.インフラとデプロイInferenceAI cost & performance+3
27:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年12月26日ポッドキャスト · 2 人After adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerホスト Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.企業と戦略AI Strategyインフラとデプロイ+3
2:11:15EN
Cognitive Revolution "How AI Changes Everything"· 2024年12月25日ポッドキャストA 50% Chance of Extinction — and a $50 GPT-4 for Everyoneホスト Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.企業と戦略安全性とガバナンスExistential Risk+3
1:01:48EN
20VC with Harry Stebbings· 2024年12月16日ポッドキャスト · 2 人Reid Hoffman on Trade, AI, Energy and the Incoming Trump Administrationゲスト Reid Hoffman · ホスト Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.Venture CapitalAI Strategy安全性とガバナンス+2
55:50EN
Unsupervised Learning: With Jacob Effron· 2024年12月16日ポッドキャストThere will not be one model. Fireworks is betting on hundreds of small expertsホスト Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.インフラとデプロイInferenceModel routing & gateways+3
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年12月12日ポッドキャスト · 2 人They Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI Chipsホスト Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.インフラとデプロイAI cost & performanceSemiconductors+1
スライド6:16EN
Matthew Berman· 2024年12月8日Running Stable Diffusion 3.5 with ComfyUI on a Cloud GPUMatthew Berman · Forward FutureIn a Vultr-sponsored 2024 tutorial, Matthew Berman sets up a GPU instance and generates images with ComfyUI. Licensing, security, and prices require attention beyond the demonstration.Generative mediaインフラとデプロイOpen-weight models+1
スライド 8 枚27:16EN
Jane Street· 2024年11月15日Tudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.Software engineeringオブザーバビリティと信頼性インフラとデプロイ
36:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年11月7日ポッドキャスト · 2 人Jensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI Factoriesホスト Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.インフラとデプロイAI cost & performanceInference+3
スライド1:00EN
Matthew Berman· 2024年10月31日AI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.Energyインフラとデプロイ
44:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年10月24日ポッドキャスト · 2 人100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full Autonomyホスト Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.インフラとデプロイAutonomous Driving安全性とガバナンス+3
1:06:23EN
Jane Street· 2024年10月14日Sylvain Gugger on Accelerating ML Models and Reproducing ResultsYaron Minsky, Sylvain Gugger · Jane StreetFrom learning-rate schedules to GPU bottlenecks and noisy market data, Sylvain Gugger explains how he approaches practical machine-learning performance.機械学習の基礎GPU programming & kernels開発ワークフローとテスト+1
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