A special one-off episode with a deep dive into the past, present, and future of how computer hardware makes AI possible.
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The Generator – An interdisciplinary AI lab empowering innovators from all fields to bring visionary ideas to life by harnessing the capabilities of artificial intelligence.
In this episode:
– Google and Mistral sign deals with AP and AFP, respectively, to deliver up-to-date news through their AI platforms.
– ChatGPT introduces a tasks feature for reminders and to-dos, positioning itself more as a personal assistant.
– Synthesia raises $180 million to enhance its AI video platform for generating videos of human avatars.
– New U.S. guidelines restrict exporting AI chips to various countries, impacting Nvidia and other tech firms.
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Timestamps:
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00:00:00 Introduction
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00:03:08 Historical Recap: Early AI and Hardware
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00:11:51 The Rise of GPUs and Deep Learning
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00:15:39 Scaling Laws and the Evolution of AI Models
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00:24:05 The Bitter Lesson and the Future of AI Compute
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00:25:58 Moore’s Law and Huang’s Law
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00:30:12 Memory and Logic in AI Hardware
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00:34:53 Challenges in AI Hardware: The Memory Wall
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00:37:08 The Role of GPUs in Modern AI
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00:42:27 Fitting Neural Nets in GPUs
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00:48:04 Batch Sizes and GPU Utilization
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00:52:47 Parallelism in AI Models
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00:55:53 Matrix Multiplications and GPUs
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00:59:57 Understanding B200 and GB200
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01:05:41 Data Center Hierarchy
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01:13:42 High Bandwidth Memory (HBM)
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01:16:45 Fabrication and Packaging
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01:20:17 The Complexity of Semiconductor Fabrication
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01:24:34 Understanding Process Nodes
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01:28:26 The Art of Fabrication
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01:33:17 The Role of Yield in Fabrication
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01:35:47 The Photolithography Process
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01:40:38 Deep Ultraviolet Lithography (DUV)
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01:43:58 Extreme Ultraviolet Lithography (EUV)
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01:51:46 Export Controls and Their Impact
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01:54:22 The Rise of Custom AI Hardware
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02:00:10 The Future of AI and Hardware
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