CoreWeave’s Brannin McBee on the future of AI infrastructure, GPU economics, & data centers | E1925
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Todays show:
Brannin McBee joins Jason to discuss CoreWeave’s transition from cryptocurrency to AI (3:36), the energy dynamics of GPUs (14:04), innovations in data center cooling (19:28), and the future challenges and impacts of AI infrastructure on industries like search, advertising, and e-commerce (45:36).
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Timestamps:
(00:00) CoreWeave’s Brannin McBee joins Jason
(3:36) The founding story of CoreWeave and the transition from the cryptocurrency market to AI
(12:49) OpenPhone - Get 20% off your first six months at http://www.openphone.com/twist
(14:04) Energy reliance of GPUs, the future of data centers, and the cost and efficiency of GPU cloud infrastructure
(19:28) Direct-to-chip liquid cooling and other cooling solutions for GPUs
(24:52) Demand trends for GPU capacity and the growth of inference linked to user growth
(29:06) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(30:28) LPUs Vs. GPUs
(34:13) Dominance of Nvidia in training models, implications of open source chips and chip architecture
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(40:00) Challenges in training large language models and the use of infrastructure as a weapon by big tech
(45:36) The potential impact of AI on search engines, advertising sector, and ecommerce
(52:46) Timeline for supply-demand balance in AI infrastructure and the operational feat of running multiple data centers
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(39:01) Northwest Registered Agent - For just $39 plus state fees, Northwest will handle your complete business identity. Visit https://www.northwestregisteredagent.com/twist today.|
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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