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Odd Lots

How to Build the Ultimate GPU Cloud to Power AI

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.41.6K Ratings

🗓️ 20 July 2023

⏱️ 57 minutes

🧾️ Download transcript

Summary

Artificial Intelligence is all the rage right now and most of the investor excitement has so far been focused on the companies providing the hardware and computing power to actually run this new technology. So how does it all work and what does it actually take to run these complex models? On this episode, we speak with Brannin McBee, co-founder of CoreWeave, which provides cloud computing services based on GPUs, the type of chips pioneered by Nvidia and which have now become immensely popular for generative AI. He walks us through the infrastructure involved in powering AI, how difficult it is to get chips right now, who has them, and how the landscape might change in the future.

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Transcript

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0:00.0

Oddlots is brought to you by interactive brokers. Access to vast selection of global fixed income securities at IBKR's bond marketplace. Search their deep availability of over 1 million bonds globally.

0:11.3

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0:21.8

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0:30.0

I'm Akshatrati and this summer on my podcast zero, I'm doing a series about climate storytelling, how we talk about climate change and what it means for how we confront it.

0:40.8

This week, I'm interviewing journalist Amy Vestavelt about reporting on the history of climate denialism.

0:46.8

I'm a big believer in the idea that you can't effectively solve a problem if you don't really know where it came from.

0:54.6

Listen to zero on the iHeart Radio app or wherever you get your podcasts.

0:59.3

Hello and welcome to another episode of the odd lot's podcast. I'm Joe Wyzenthal and I'm Tracy Alloway.

1:16.9

Tracy, have you looked it in video stock chart lately and by lately, I don't mean like over the last two years. I mean like just like over the last like two weeks or two months.

1:24.7

I don't need to look at it because everyone keeps talking about it. So I know I know what's happening.

1:29.1

You know what I'm pretty happy about, could I just say, you know, we did that episode like two months ago.

1:33.6

Yes.

1:34.4

With Stacy Resgan and we were like, what's up with the video?

1:38.4

Like, well, you know, I know it's at the center of the AI chips boom and whatever.

1:43.5

And then like we did that episode and it came out.

1:45.4

And then a week later, like they just like knocked it out of the park.

1:47.7

The stock took off.

1:48.8

Yeah, so, you know, we were early.

1:51.9

We were at least like, you know, a good like two weeks early.

1:54.4

Yeah, two week, hey, two weeks.

1:56.4

I'll take it.

1:57.2

I'll take it.

...

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