Steeve Morin, founder and CEO of ZML and former VP of Engineering at Zenly, discusses the architectural contrasts between AI training and production inference.
“In terms of infra, probably the number one thing that is the number one difference between these two is the need for interconnect. So if you do, you know, production, you, if you can avoid to have interconnect between, you know, let's say a cluster of GPUs, of course you will not go, you will, you know, avoid that, right? If you can. And this is why models have the sizes they have is so that people can run them without the need to connect multiple machines together.”
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More from Steeve Morin
Opinion
Morin: Nvidia is far from the most efficient AI hardware platform
“But it's by far not the most efficient platform. And arguably, even in terms of software, it's not the best software platform.”
Steeve MorinFeb 24, 2025▶ 6:08Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Morin: The market bubble around Nvidia H100 GPUs will burst
“There's going to be a need for inference. Very hard to say whether it will be worth, you know, everybody's money to do it on H 100. That is a bubble that I think will blow some time.”
Steeve MorinFeb 24, 2025▶ 6:44Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Insight
Morin: GPUs are a clever workaround, not natively built for AI
“GPUs are, you know, are a good trick for AI, but they're not built for AI.”
Steeve MorinFeb 24, 2025▶ 11:13Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
PredictionOpen · timeframe Dec 2025
Morin: AI chip oversupply will lead to GPUs selling at 30% value
“I very much worry there will be an oversupply of these chips. The problem is, is that, you know, remember, the chips are the collateral. So, you know, somewhere, you know, in the US or whatever, there's going to be a data center with like a thousand GPUs that …”
Steeve MorinFeb 24, 2025▶ 24:31Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
AssertionContradicted
Morin: GPUs cannot deliver latent space AI reasoning at scale
“Fundamentally, GPUs cannot deliver, deliver this, plain and simple at scale.”
Steeve MorinFeb 24, 2025▶ 31:24Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Morin: Nvidia may lose market dominance in AI inference and training
“I think that there's a shot that they don't.”
Steeve MorinFeb 24, 2025▶ 35:25Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
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