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compute

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 7, 2023 by Hannah Green · across every show →

Everything said about compute, oldest first

Nov 7, 2023 positive
Insight
AI outcomes in the utility sector require compute close to the data
“Outcomes, business insights, they're a function of compute in close proximity to data. Like, compute in close proximity to data is where you're going to get the results that you're really looking for.”
Hannah Green Nov 7, 2023 ▶ 24:10 For Microsoft, AI is an ‘unlock’ for decarbonization
May 21, 2024 bullish
Prediction Open · timeframe May 2029
Belizaire: Batch computing will quickly consume more energy than real-time compute
“If you look at the whole pie of the types of compute that's out there the batchable portion is growing faster than the rest, and it's become, it will quickly become a larger portion of the over, overall pie, and it will quickly have more energy demands than th…”
John Belizaire May 21, 2024 ▶ 35:27 Energy is now the ‘primary bottleneck’ for AI
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