About this Concept
Hardware
The chips, data centers, energy, and devices that AI depends on.
Trend this week
7 of 7 weeks tracked had mentions across multiple podcasts.
A closer read
- What changed
- Its share rose from 1% to 3.6%, with evidence across 5 podcasts.
- Where it showed up
- It appeared in episodes including “Why People Are Paying 10x More for AI | Sid Sheth, d-Matrix”.
- How to read it
- 1 cited episode from 1 podcast are shown below. The topic appeared across 5 podcasts in the full analysis.
Podcast moments from the week
Moments are grouped by episode so repeated excerpts from one conversation do not look like separate sources.
Eye on AI
Why People Are Paying 10x More for AI | Sid Sheth, d-Matrix
“Tell us what you're talking about at HumanX. I mean, I, I read that you've had some acquisitions since the last time we spoke. You're moving into a larger system, not just providing chips. And I'm interested in that. You know, my interest is generally in algorithmic research, ...”
ConceptHardware
Report this moment“I think I told you last time I talked periodically to Andrew Feldman at Cerebras, to Rodrigo Liang at SambaNova. I haven't spoken to Brock. If I'm not mistaken, those— you and those 3 are the primary players in this new inference chip space, or maybe not. I mean, if you could ...”
ConceptHardware
Report this moment“There's no other way, right? I mean, they're going to have to find a way to use a different type of low-latency computing to augment the throughput-based computing that they've been kind of doing with HBM-based solutions. So, the GPUs or other accelerators that all use HBM jus...”
ConceptHardware
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