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99 件
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2:25:58EN
Lex Fridman· 2026年3月23日ポッドキャスト · 2 人AGI Is Already Here. Building NVIDIA Is Not.ゲスト Jensen Huang · ホスト Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.企業と戦略Company BuildingAI Strategy+3
スライド1:02EN
Matthew Berman· 2026年3月16日Matthew Berman’s Plans for a GB300 AI Workstation at HomeMatthew Berman · Forward FutureAfter NVIDIA visits with a Dell Pro Max GB300 system, Berman describes his plans for local models, fine-tuning and future AI agents.Local inferenceインフラとデプロイファインチューニング+1
スライド1:29:32EN
Matthew Berman· 2026年3月9日Dylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.AI agentsFuture of WorkGeopolitics+2
スライド 5 枚1:22:49EN
Jane Street· 2026年1月31日Bryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.Software engineeringインフラとデプロイオブザーバビリティと信頼性+2
スライド1:33EN
Matthew Berman· 2026年1月15日OpenAI’s Cerebras Deal and the Limits of a 100× Speed ClaimMatthew Berman, Andrew Feldman · Forward FutureMatthew Berman discusses OpenAI’s 2026 agreement for Cerebras inference capacity and a speed chart. The contract and comparison require more context than the video’s headline provides.OpenAIInferenceSemiconductors+1
スライド 7 枚14:34EN
Matthew Berman· 2026年1月8日LTX-2, NVIDIA Rubin and ChatGPT Health: January 2026 AI NewsMatthew Berman, Jensen Huang · Forward FutureMatthew Berman reviews open video-model tools, NVIDIA’s CES announcements, a health feature, GPU price rumors and reported Anthropic fundraising.Generative mediaインフラとデプロイAI in healthcare+2
スライド 2 枚11:34EN
Matthew Berman· 2025年12月25日Nvidia’s Groq Licensing Deal: AI Inference, Talent and Competitive StrategyMatthew Berman, Jonathan Ross · Forward FutureGroq investor Matthew Berman examines a non-exclusive technology license and the move of senior Groq staff to Nvidia, and speculates about the future of AI chips.SemiconductorsInferenceAI Strategy+1
40:24EN
Matthew Berman· 2025年11月28日Microsoft’s Jay Parikh on AI Infrastructure, Model Choice and Agent SecurityMatthew Berman, Jay Parikh · Forward FutureThe CoreAI leader discusses power constraints, developer workflows, enterprise models and why he measures outcomes rather than generated lines of code.エンタープライズ AIインフラとデプロイAI security+2
スライド 2 枚10:36EN
Matthew Berman· 2025年11月21日Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.AI Strategyインフラとデプロイ
1:48:46ZH
Zhang Xiaojun Podcast· 2025年11月18日ポッドキャスト · 2 人刘先明:拆掉语言,让物理 AI 回到数据与动作ゲスト 刘先明 · ホスト 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。Autonomous DrivingAI StrategyRobotics+2
1:13:29EN
20VC with Harry Stebbings· 2025年10月27日ポッドキャスト · 2 人David Cahn on AI Infrastructure, Startup Growth and Defense Investingゲスト David Cahn · ホスト Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.Venture CapitalAI Strategyインフラとデプロイ+2
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年10月15日ポッドキャスト · 2 人Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantホスト Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.インフラとデプロイCompany BuildingAI cost & performance+3
44:09EN
Matthew Berman· 2025年10月8日Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.AI agentsインフラとデプロイGenerative media+2
1:20:12EN
20VC with Harry Stebbings· 2025年10月6日ポッドキャスト · 2 人Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Riskゲスト Andrew Feldman · ホスト Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.SemiconductorsインフラとデプロイInference+2
4:34:10EN
Lex Fridman· 2025年9月30日ポッドキャスト · 2 人Pavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.ゲスト Pavel Durov · ホスト Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.企業と戦略Company BuildingProduct Strategy+3
1:31:19EN
20VC with Harry Stebbings· 2025年9月29日ポッドキャスト · 2 人Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energyゲスト Jonathan Ross · ホスト Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.InferenceSemiconductorsAI cost & performance+2
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月28日ポッドキャスト · 2 人Seventeen Years of Flat Power, and a Plan to Bring the Factories Homeホスト Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.企業と戦略AI Strategyインフラとデプロイ+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月14日ポッドキャスト · 2 人The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragonホスト Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.インフラとデプロイInferenceAI cost & performance+3
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年7月31日ポッドキャスト · 2 人The Weekend DeepSeek Dropped, the White House Calledホスト Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.企業と戦略AI Strategyインフラとデプロイ+3
58:47EN
Jane Street· 2025年7月28日Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.インフラとデプロイEnergyオブザーバビリティと信頼性+1
スライド0:26EN
Matthew Berman· 2025年7月4日xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.インフラとデプロイEnergyAI Strategy
1:02:17EN
Matthew Berman· 2025年6月30日Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.AI StrategySemiconductorsインフラとデプロイ+2
0:59EN
Matthew Berman· 2025年6月10日Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.EnergyAI Strategyインフラとデプロイ
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
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