GPU architecture

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 6, 2025 by Andrew Feldman · across every show →

Everything said about GPU architecture, oldest first

Oct 6, 2025 negative

Insight

Feldman: Memory bandwidth, not compute speed, limits GPU AI inference

“And that includes memory, which has, for inference, is the fundamental limiter for the GPU architecture. And so it doesn't matter how much faster the chip goes. It matters how much faster the memory bandwidth is.”

Andrew Feldman Oct 6, 2025 ▶ 19:30 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings

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GPU architecture

Everything said about GPU architecture, oldest first

Turn any episode into a week of clips.