GPU

also referred to as: gpus

5 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 15, 2025 by Sharad Sharma · across every show →

Everything said about GPU, oldest first

Mar 15, 2025 bullish
Assertion Supported
Sharma: India Has Line Of Sight To 18,000 GPUs For AI
“We already have a line of sight to 18,000 GPUs if we need”
Sharad Sharma Mar 15, 2025 ▶ 1:16:51 $200B in UPI,1.3B Aadhaar Users, 943M on ID Platform: Why More Indians Must Know about DPI
Apr 11, 2025
Insight
Sanghi: AI GPU infrastructure is an order of magnitude more complex than traditional cloud
“I can tell you that the level of complexity with GPUs and with AI infrastructure, given how latency sensitive and how you know, the number of parameters that you have to worry about is much, much an order of magnitude more complex.”
Sharad Sanghi Apr 11, 2025 ▶ 16:24 Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
Apr 11, 2025
Disclosure
Sanghi: Neysa has 65 employees and 1,200 deployed GPUs
“Scale in terms of number of employees, 65 in terms of GPUs. We've already deployed 1200 GPUs.”
Sharad Sanghi Apr 11, 2025 ▶ 6:54 Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
Sep 19, 2025 bullish
Prediction Held up
Garg: Meta will spend $50B to $70B on AI GPUs
“Look there, Meta will spend well north of fifty billion, I think some number between 50 and seventy billion dollars on the underlying data set, on GPUs, essentially.”
Ashu Garg Sep 19, 2025 ▶ 38:49 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Mar 6, 2026 negative
Assertion Not checkable as stated
Kamath: Nvidia GPUs suffer severe memory bottlenecks during voice inference
“And media chips are generally very bad for voice inference. Like if you have 40 gigabytes of RAM in a NVIDIA GPU, you can generally, if you want to do real time, like a hundred milliseconds, you can use maybe two or four gigabytes of it for our models. And bey…”
Sudarshan Kamath Mar 6, 2026 ▶ 59:44 Where SMALL models will Win | Sudarshan kamath, Smallest ai
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.