Trevor Heshka

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AI Silicon Wars: Beyond GPUs (The AI Times Ep. 041)

The AI race has moved past model demos to the chips that run them: who controls the silicon, why compute is now the scarce resource, and what comes after GPUs.

Originally posted at youtu.be

The AI race has moved past model demos to the chips that run them: who controls the silicon, why compute is now the scarce resource, and what comes after GPUs.

Chapters

  • 0:00 Intro
  • 0:18 The next model first reasoned about
  • 1:20 The family tree has three branches
  • 2:57 Two levers, both at inference time
  • 4:43 The newest release is the GPT-5.6
  • 6:40 Outro

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