Bernhardsson: AI inference spend will dominate model training spend long-term
Erik Bernhardsson · Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal · Oct 31, 2024 · at 24:04
Erik Bernhardsson, CEO of Modal, discusses AI compute economics and the shift in GPU spending from training to inference.
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“It's obvious that like in the long run, like inference spend will dominate just for like the obvious reason that like, that's where you make the money, right? Like, you know, when you're training a big model, that's like, you know, you, you're spending a lot of money training that model. How do you recoup that? Like it's typically through inference, right? If you look at open AI, I know these businesses. So to me, it's very clear that like maybe in the past we've had like, you know, spend GPUs, you know, training versus inference. I think in the future it might be the other way around, like, you know, much more, you know, more dollars will be spent on, on inference than training.”
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