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Search resuls for: "Mitesh Agrawal"


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All kinds of startups are rushing into the AI inference market. AdvertisementJared Quincy Davis and his AI computing startup Foundry sell inference. And cost in inference computing is even more important than in training, Groq cofounder Jonathan Ross recently told BI. In other words, "it turns out, when you make inference cheaper, people decide to do a lot more inference," Davis said. He agrees the next few years will be wildly competitive for inference providers, but he believes the winners will be decided on merit.
Persons: , Jared Quincy Davis, Davis, Jonathan Ross, Mitesh Agrawal, Agrawal, it's, Jensen Huang, Davis isn't, Intel Andy Grove, Sriram Viswanathan, Viswanathan, Hugh Langley Organizations: Service, Foundry, SambaNova Systems, Lambda, Nvidia, Microsoft, Business, o1, Intel, Celesta Capital
So far, the only part of Earth AI seems hell-bent on dominating is the power grid. AI data centers are doubling the pace of electricity demand growth in the US to the extent that demand could exceed supply in just two years without action, according to Bernstein Research. The potential shortfall could mean higher prices for the computing power AI developers of all sizes are clamoring for, along with ample opportunity for investors willing to build up supply. How are AI companies planning aheadIt's not just the total power needed for AI computing infrastructure, it's the unique cadence of the power need and the cooling AI chips require. Amazon is clearing some of these hurdles by colocating some data centers with nuclear power sites.
Persons: , that's, catchup, Bernstein, Jensen Huang, Huang, Agrawal, we're, Andrew Feldman, Feldman Organizations: Service, Bernstein Research, Business, Nvidia, Vertiv, Lambda, Cerebras Systems Locations: UAE, South Africa, Kenya, Nigeria, Egypt, Iceland
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