Podcast On the Business of Semiconductors, The Circuit

The Circuit

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Podcast On the Business of Semiconductors

Equity Bottom-Up

<ul><li>The new transformer model requires significant amount of inference and multilevel reasoning</li><li>The demand for inference compute is skyrocketing, surpassing current silicon architecture capabilities</li><li>OpenAI's new model showcases the future potential of AI, but also highlights the gap in semiconductor architectures and computing infrastructure</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

The new transformer model requires significant amount of inference and multilevel reasoningThe demand for inference compute is skyrocketing, surpassing current silicon architecture capabilitiesOpenAI's new model showcases the future potential of AI, but also highlights the gap in semiconductor architectures and computing infrastructureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 85: OpenAI leaves AI Silicon in the Dust