The Ledger
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Bernhardsson: LLM inference compute is shifting toward specialized chips like crypto mining
“I do think it's kind of fascinating how it's like kind of going in the same direction as like crypto mining towards more like specialized hardware.”
Bernhardsson: AI inference spend will dominate model training spend long-term
“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 o…”
Bernhardsson: People will train many custom AI models in the long run
“Like, so, I don't know, I'm a big believer that, like, you know, in the long run, like, people will train a lot of different custom models.”
Bernhardsson: Cloud trends are shifting toward multi-tenancy and application-layer security
“I think the general wind is like blowing in the direction of like multi-tenancy and like, you know, security moving away from the sort of network layer into the app layer and a bunch of different other things.”