In 2011, Marc Andreessen said, “software is eating the world.” And in the past year, we've seen a new wave of generative AI, with some apps among the fastest adopted software products of all time.

In this first part of our three-part series, we explore the terminology and technology that now form the backbone of the AI models taking the world by storm. We explore what GPUs are, how they work, and which key players like Nvidia are vying for chip dominance.

Look forward to the rest of our series as we dive even deeper; about supply and demand mechanisms, where open source plays a role, and of course… how much does this all really cost!

Topics covered:
00:00 – AI terminology and technology
03:54 – Chips, semiconductors, servers and computers
05:07 – CPUs and GPUs
06:16 – Future architecture and performance
07:12 –The hardware ecosystem
09:20 – Software optimizations
11:45 – What do we expect for the future?
2:25 PM – Upcoming episodes on market dynamics and costs

Sources:
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