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18 results for “solid state transformers”
Topic2 mentions across episodes
transformers
Product2 mentions across episodes
transformers
“Why century-old transformers are the bottleneck crushing modern data centers”
Kirsten, what is a solid state transformer? Actually, like, what is a transformer? No. Just kidding. I'm not. So what is it? Okay. So transformer transforms or converts voltage and manages power flow
8:26 / 9:07
market insight8:26 – 9:07
...is solid state transformers. Kirsten, what is a solid state transformer? Actually, like, what is a transformer? No. Just kidding. I'm not. So what is it?
7:25 / 8:33
from transcript7:25 – 8:33
...some transformers like g p t three, but when there was no big demand yet, g p t three hadn't found a use case. There was no chat GPT. Mhmm. So as a result, you had all the risk, but none of the benefit. So you guys were jumping off hoping to find a p
26:11 / 27:16
from transcript26:11 – 27:16
...transformers, actually. Yeah. Where are you getting those from? Because I imagine as a relatively new company with at least heretofore limited funding, it might be hard to, like, get on the wait list for this very desirable equipment. And I get the s
38:15 / 39:24
from transcript38:15 – 39:24
...state space model. So here, the seminal work is is won by our work in 2022. And this the this piece of work really brought together a few ideas from from some long running research research lines of work. The first one was and and this is really one
8:57 / 10:10
from transcript8:57 – 10:10
...transformers are really, they're a big innovation because they they made the constructs of the GPU work extremely well. And it doesn't mean it's wrong, but I don't think there's there's nothing natural there's no natural law about the parameter of a
14:51 / 16:01
from transcript14:51 – 16:01
...lot of the transformers grew out of earlier architectures based around recurrent neural networks, and RNNs definitely do have, like, a a a built in architectural like, they do model one dimensional sequences. K. But transformers are just object model
56:49 / 58:02
from transcript56:49 – 58:02
...focus on transformers because that's where the use cases are. And that's where we actually really stand out as well. But if tomorrow something changes, like, you know, a new model architecture comes out, for us, we are not actually specifically tied
53:14 / 54:21
from transcript53:14 – 54:21
...transformers yet? And we said, yes. We have. And he says, four out of five times the answer to that is no. And I don't have to take the rest of the meeting. Investor to ask them. Yeah. It is a good disciplined investor. They knew the right question t
38:57 / 40:05
from transcript38:57 – 40:05
...transformers are actually not a model of sequences. A transformer is natively a model of sets. And that's very powerful. But because, a lot of the transformers grew out of earlier architectures based around recurrent neural networks, and RNNs definit
56:11 / 57:45
from transcript56:11 – 57:45
...But the transformers, you know, the species of it is growing incredibly. The attention mechanism. The attention mechanism, how it thinks about context, diffusion versus autoregressive. These hybrid SSM transformer things. Hybrid SSMs. For example, Ne
40:36 / 41:35
from transcript40:36 – 41:35
...on transformers because that's where the use cases are. And that's where we actually really stand out as well. But if tomorrow something changes, like, you know, a new model architecture comes out, for us, we are not actually specifically tied to tra
53:37 / 55:09
from transcript53:37 – 55:09
...that transformers were gonna be the future and will build chips for it. The market then drops Chargepbt, accelerates things, but still not entirely clear where things are gonna go. But by 2024, last year, you're pretty confident. And I presume that t
27:00 / 28:02
from transcript27:00 – 28:02
...state, out of your out of your sequence. So that that was one key idea for quality. And when when this first when when this was eventually realized, you started to see a bunch of benchmarks that that were pretty sticky for a few years, things like lo
9:34 / 10:45
from transcript9:34 – 10:45
...Solid state battery is used in EVs. Samsung and Toyota are racing to launch solid state batteries by 2027. These batteries use a silver carbon composite anode. If this scales, the auto industry's demand for silver could triple overnight. Even Elon Mu
2:13 / 3:18
from transcript2:13 – 3:18
Essentially, the transformer is built on repeated blocks of this attention mechanism and then a traditional dense, fully connected multilayer perception, whatever word you want to use for your normal neural network, and you alternate these blocks. Th
38:04 / 39:19
from transcript38:04 – 39:19
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