AI training

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2024 by Brian Janous · across every show →

Everything said about AI training, oldest first

Jun 13, 2024
Insight
Janus: AI training latency constraints require single-site gigawatt data centers
“Because those training models are in and of themselves a big machine, and so you can't, and this is not my forte and my area of expertise around the actual architecture inside of a training model, but my understanding of sort of the constraints there is that y…”
Brian Janous Jun 13, 2024 ▶ 11:19 Under the hood of data center power demand
Jun 13, 2024 bearish
Prediction Not checkable as stated
Janus: AI Training Loads Will Not Run as Intermittent Renewable-Following Workloads
“So I think it's a little bit overblown to say, and I think this is also true of Something like the conversation around crypto, but that these are highly curtailable loads that you could just, you know, attach a training model to a wind farm and only run it, yo…”
Brian Janous Jun 13, 2024 ▶ 22:39 Under the hood of data center power demand
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