A special one-off episode with a deep dive into the past, present, and future of how computer hardware makes AI possible.

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Hosted by Andrey Kurenkov and guest-hosted by the folks from Latent Space

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The Generator - An interdisciplinary AI lab empowering innovators from all fields to bring visionary ideas to life by harnessing the capabilities of artificial intelligence.

In this episode:

- Google and Mistral sign deals with AP and AFP, respectively, to deliver up-to-date news through their AI platforms. - ChatGPT introduces a tasks feature for reminders and to-dos, positioning itself more as a personal assistant. - Synthesia raises $180 million to enhance its AI video platform for generating videos of human avatars. - New U.S. guidelines restrict exporting AI chips to various countries, impacting Nvidia and other tech firms.

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Timestamps:

00:00:00 Introduction
00:03:08 Historical Recap: Early AI and Hardware
00:11:51 The Rise of GPUs and Deep Learning
00:15:39 Scaling Laws and the Evolution of AI Models
00:24:05 The Bitter Lesson and the Future of AI Compute
00:25:58 Moore's Law and Huang's Law
00:30:12 Memory and Logic in AI Hardware
00:34:53 Challenges in AI Hardware: The Memory Wall
00:37:08 The Role of GPUs in Modern AI
00:42:27 Fitting Neural Nets in GPUs
00:48:04 Batch Sizes and GPU Utilization
00:52:47 Parallelism in AI Models
00:55:53 Matrix Multiplications and GPUs
00:59:57 Understanding B200 and GB200
01:05:41 Data Center Hierarchy
01:13:42 High Bandwidth Memory (HBM)
01:16:45 Fabrication and Packaging
01:20:17 The Complexity of Semiconductor Fabrication
01:24:34 Understanding Process Nodes
01:28:26 The Art of Fabrication
01:33:17 The Role of Yield in Fabrication
01:35:47 The Photolithography Process
01:40:38 Deep Ultraviolet Lithography (DUV)
01:43:58 Extreme Ultraviolet Lithography (EUV)
01:51:46 Export Controls and Their Impact
01:54:22 The Rise of Custom AI Hardware
02:00:10 The Future of AI and Hardware

AI Computing Hardware - Past, Present, and Future

Last Week in AI