The Ledger
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why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Sharp: Advanced reasoning models force AI infrastructure into tier-one hubs
“As you see bimodal, some of these more advanced reasoning models where a token isn't just generated against a prompt, and then you consume it, and it's done. A token may be generated inside of an AI world and go through multiple models to ensure that, you know…”
Sharp: Embedding inference into training clusters boosts AI chip utilization and ROIC
“The expense to stand this infrastructure up is, these chips are not cheap, right? And so, being able to utilize that over a longer horizon of workload and driving that utilization is also a form factor of, if I have it installed for training, and training can …”