The "Android Moment" For AI Infrastructure: Why Modular Just Raised $250M The Neuron: AI Explained podcast

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The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

12d ago 1:01:02

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While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.

Subscribe to The Neuron newsletter: https://theneuron.ai

Try Modular: https://modular.com

Getting Started Guide: https://modular.com/get-started

… continue reading

46 episod

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The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

The Neuron: AI Explained

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published 12d ago

Kongsi

MP3•Laman utama episod

Kandungan disediakan oleh The Neuron. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Neuron atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.

Subscribe to The Neuron newsletter: https://theneuron.ai

Try Modular: https://modular.com

Getting Started Guide: https://modular.com/get-started

… continue reading

46 episod

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