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
Apr 11, 2025
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.”
Apr 11, 2025
Sep 19, 2025 bullish
Mar 6, 2026 negative
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…”