Last Week in AI

AI Computing Hardware - Past, Present, and Future

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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.

    If you would like to become a sponsor for the newsletter, podcast, or both, please fill out this form.

    Timestamps:

    • 00:00:00 Introduction
    • 00:03:08 Historical Recap: Early AI and Hardware
    • 00:11:51 The Rise of GPUs and Deep Learning
    • 00:15:39 Scaling Laws and the Evolution of AI Models
    • 00:24:05 The Bitter Lesson and the Future of AI Compute
    • 00:25:58 Moore's Law and Huang's Law
    • 00:30:12 Memory and Logic in AI Hardware
    • 00:34:53 Challenges in AI Hardware: The Memory Wall
    • 00:37:08 The Role of GPUs in Modern AI
    • 00:42:27 Fitting Neural Nets in GPUs
    • 00:48:04 Batch Sizes and GPU Utilization
    • 00:52:47 Parallelism in AI Models
    • 00:55:53 Matrix Multiplications and GPUs
    • 00:59:57 Understanding B200 and GB200
    • 01:05:41 Data Center Hierarchy
    • 01:13:42 High Bandwidth Memory (HBM)
    • 01:16:45 Fabrication and Packaging
    • 01:20:17 The Complexity of Semiconductor Fabrication
    • 01:24:34 Understanding Process Nodes
    • 01:28:26 The Art of Fabrication
    • 01:33:17 The Role of Yield in Fabrication
    • 01:35:47 The Photolithography Process
    • 01:40:38 Deep Ultraviolet Lithography (DUV)
    • 01:43:58 Extreme Ultraviolet Lithography (EUV)
    • 01:51:46 Export Controls and Their Impact
    • 01:54:22 The Rise of Custom AI Hardware
    • 02:00:10 The Future of AI and Hardware

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