Searching...
14 results for “ai networking”
...major networking players like Cisco, Arista, Juniper, the server manufacturers like Dell and HPE, and also, obviously, the hyperscalers that are building out these huge clusters. It also participates in broadband and telecom, making antennas and RF c
23:54 / 25:01
from transcript23:54 – 25:01
making antennas and RF connectors for five g and fiber networks. AI is what's supercharging the growth rates here. And last year, it reported organic growth of 56%, and it could double again this year, but we think it will inevitably normalize in the
24:42 / 25:47
from transcript24:42 – 25:47
...into networking. And so that was one. The second thing is observation that whereas cloud computing started in the hyperscale, which is about taking commodity components, a lot of users, and virtualizing many users, on top of one computer. AI is reall
40:29 / 41:34
from transcript40:29 – 41:34
...networking unit. Again, switching and and orchestration. And then the third part is the sort of distributed compute surface services. So making
8:15 / 9:15
from transcript8:15 – 9:15
...quantum networking companies whatsoever. Quantum networking was very early stage technology. But talking to quantum computing companies, it was clear it was so clear that that that it was a gap. And so we understood two things, that this could be a h
5:15 / 6:14
from transcript5:15 – 6:14
...networking company out of Israel called Mellanox. Well, it wasn't little. They paid $7,000,000,000 for it. Yeah. And it was already a public company. Right? It was. Yep. Yep. But it was definitely quirky. Now what was Mellanox? Mellanox's primary pro
1:00:45 / 1:01:50
from transcript1:00:45 – 1:01:50
“This AI connector optimizes for goodwill instead of traditional metrics”
Gordy is when you think about any unsupervised learning system, you're trying to optimize an objective function or a cost function. For Gordy, that is goodwill. Right? How much goodwill can I actually
19:49 / 20:26
framework19:49 – 20:26
...networking as a way to think about leadership and living life. There really is. Oh, man. I bet you guys have all kinds of examples. Yeah. It's a good exercise to actually go through and, create the corollary of, parallelism between life and networks.
56:12 / 57:13
from transcript56:12 – 57:13
gigabits a second of bandwidth running down a wire in a data center. Well, it turns out if you're trying to address hundreds, maybe more than hundreds of GPUs as one single compute cluster to train a massive AI model, yeah, you want really fast data
1:02:15 / 1:03:16
from transcript1:02:15 – 1:03:16
“How top VCs architect their firms to evaluate AI deals in minutes”
I think we've been much more focused on building networks in these talent pockets. And basically, like, how do we, you know, how do we build, you know, architect a firm, even the folks we hire, the th
2:23 / 2:47
tactical advice2:23 – 2:47
...the networking. We provide the optics technology. We provide the safety and security technology. We provide the observability.
17:46 / 19:01
from transcript17:46 – 19:01
...networking compute within the data center Yep. For about 7,000,000,000, integrate that into, you know, their ambitions in building out the data center. And the way to think about what Mellanox enables them to do is now they're able to have super high
1:11:15 / 1:12:31
from transcript1:11:15 – 1:12:31
...we do networking for supercomputing is really quite ideal. And so the combination of those two ideas, you know, convinced me that that Mellanox is is absolutely the right the right company because they were they're the world's leading high performanc
41:12 / 42:25
from transcript41:12 – 42:25
...networking infrastructure, in edge AI acceleration, etcetera. And the theme that some of the listeners may be hearing of in recent times is the notion of a chiplet, not a chip, but a chiplet, where instead of taking a full design and putting it acros
6:48 / 7:50
from transcript6:48 – 7:50
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.