(00:00) CoreWeave’s Brannin McBee joins Jason
(3:36) The founding story of CoreWeave and the transition dollar general simmer stir launch from the cryptocurrency market to AI
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(14:04) Energy reliance of GPUs, the future of data centers, and the cost and efficiency of GPU cloud infrastructure
(19:28) Direct-to-chip liquid cooling and other cooling solutions for GPUs
(24:52) Demand trends for jaire alexander GPU capacity and the growth of inference linked to user growth
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(30:28) LPUs Vs. GPUs
(34:13) Dominance of Nvidia in training models, implications of open source chips and chip architecture
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(40:00) Challenges in training large language models and the use of infrastructure as a weapon by big tech
(45:36) The potential impact of AI on search engines, advertising sector, and ecommerce
(52:46) Timeline for supply-demand balance in AI infrastructure and kourtney kardashian the operational feat of running multiple data centers
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