Episode description

What’s going on with GPUs? We talk through the GPU bottleneck/supply gut, Meta’s apparent 600,000 H100-equivalents and the future of the GPU cloud.

Neel Master is the CEO and founder of Cedana, enabling pause/migrate/resume for compute jobs. Neel is a serial entrepreneur, former founder of Engooden and angel investor. He started his career in ML research at MIT's CSAIL.

Topics from this podcast include:

• Cedana's real-time save, migrate and resume for compute technology, enabling the migration of compute jobs across instances without interruption
• When will there be enough GPUs?
• What does it mean, that the cloud can become a robot?
• How might compute change, as per-capita GPU supply grows massively?
• How much does it actually cost to run GPUs?
• How can startups compete with the Big Tech’s giant compute moats?

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