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AI Hardware, Explained.

In 2011, Marc Andreessen said, “software is eating the world.” And in the last year, we’ve seen a new wave of generative AI, with some apps becoming some of the most swiftly adopted software products of all time. In this first part of our three-part series – we explore the terminology and technology that is now the backbone of the AI models taking the world by storm. We explore what GPUs are, how they work, and the key players like Nvidia competing for chip dominance. Look out for the rest of our series, where we dive even deeper; covering supply and demand mechanics, where open source plays a role, and of course… how much all of this truly costs! Topics Covered: 00:00 – AI terminology and technology 03:54 – Chips, semiconductors, servers, and compute 05:07 – CPUs and GPUs 06:16 – Future architecture and performance 07:12 –The hardware ecosystem 09:20 – Software optimizations 11:45 –What do we expect for the future? 14:25 – Upcoming episodes on market dynamics and cost Resources: Find Guido on LinkedIn:   / appenz   Find Guido on Twitter:   / appenz   Find a16z on Twitter:   / a16z   Find a16z on LinkedIn:   / a16z   Subscribe on your favorite podcast app: https://a16z.simplecast.com/ Follow our host:   / stephsmithio   Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.