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16 results for “edge computing”
...that edge computing is lower energy. Actually, edge computing is less energy efficient than computing in the data center. When you're computing in the data center, it's a little bit like that freight train. You're actually getting to do a whole bunch
21:00 / 22:04
from transcript21:00 – 22:04
...edge computing, you know, device based computing. IBM dominated the b to b mainframe cycle of computing. And, again, if you believe everything Jensen is saying and how he steered the company for the last five years, we are going back into a centraliz
2:45:38 / 2:46:47
from transcript2:45:38 – 2:46:47
“Why founders are ditching ChatGPT for local AI models”
...edge. Right? I mean, some of these models are so tiny. Yeah. I mean, the Gemini's latest is is operating on the iPhone. Right? Well, that's a very forward to Optima I mean, actually thinking back to
15:47 / 16:26
market insight15:47 – 16:26
the way that the cloud service provider wants to create the integration using their proprietary services. And to be honest, you might not have the right people on staff to be able to deal with this stuff in a pseudo bare metal way. Even if it's not i
1:23:06 / 1:24:18
from transcript1:23:06 – 1:24:18
deep and extreme co design. Right. And my performance was much higher per unit energy, then my customer can produce twice as much revenues from their data center. Mhmm. And who doesn't want twice as much revenues? And and and if somebody gave them a
51:43 / 52:50
from transcript51:43 – 52:50
...And so you had, in one part of the building, a lot of innovation around just cloud computing at the hardware layer, and then you had Ali and his colleagues that were thinking about what are some of the software opportunities in cloud. They were so cl
10:28 / 11:32
from transcript10:28 – 11:32
who would be better off in an environment where there was a, a liquid market for compute? So what we found, and DRW actually uses, compute exchange source compute, and we find that because there are something like 70 different cloud providers that pa
8:58 / 9:59
from transcript8:58 – 9:59
And it's really been remarkable. I think now that's very clear. But just a couple tweets out of Elon and Sam Altman the last couple weeks on this compute demand has have really caught my attention. If you look at this one out of Elon talking about th
26:51 / 28:03
from transcript26:51 – 28:03
every aspect of our industry. But for founders, it can prove very frustrating, largely because cloud costs are so unpredictable. This has probably happened to you. You've planned out and budgeted a certain amount for a project and then been hit with
20:14 / 21:17
from transcript20:14 – 21:17
that right now you could not otherwise get. Now you can do vision to code, you can do massive context windows. It's really unbelievable. And it's available to everybody. So I And to just build on it, you're exactly correct. And I think it's a very bi
1:00:44 / 1:01:47
from transcript1:00:44 – 1:01:47
...a paradigm of computing that's far more energy efficient? And now no one's laughing because they have to build five, they have orders to build, several data centers with five nuclear reactors per data center. And they're they're pulling their hair ou
33:41 / 34:47
from transcript33:41 – 34:47
I wanna credit Martin Casado for coining or naming this thing, which is, like, you know, you said this thing about, like, you don't have room for a 10% margin on GPUs Yep. For software. Yep. And Martin actually played it out further. It's his first o
19:30 / 20:36
from transcript19:30 – 20:36
...edge as well as having inference capability distributed around the world. Yeah. I mean, to me, at least I've thought about it, is more about really building a fungible fleet. I mean, when I look at sort of it in the cloud infrastructure business, one
20:47 / 22:02
from transcript20:47 – 22:02
...at your cloud computing bill lately? They probably give you some kind of deal to start, but over time, those bills start to add up. Well, our friends over at Oracle Cloud Infrastructure wanna help you cut your cloud bill in half. Yes. That's right. 5
19:18 / 20:34
from transcript19:18 – 20:34
And then we're working on a persistent storage layer that might sort of abstract a lot of this way. But mostly, it's that. And then there's, like, a white list of motherboards and various genres of things. But the other part is, we run the clusters f
55:33 / 56:36
from transcript55:33 – 56:36
So that creates this, like, face scarcity of compute because that people buy preemptively because they rate shit ton of money And they're not using it. Right? So this is a major problem too. When you buy compute preemptively, does it not become outda
23:13 / 24:15
from transcript23:13 – 24:15
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