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推荐一场关于 5000 亿美元 AI 基础设施建设的深度演讲,从第一性原理出发解析从单块 GPU 到全球机架的演进及半导体巨头的护城河

来源作者:swyx 🇸🇬 (@swyx)原始来源:https://x.com/swyx/status/2049876317970313500

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推荐一场关于 5000 亿美元 AI 基础设施建设的深度演讲,从第一性原理出发解析从单块 GPU 到全球机架的演进及半导体巨头的护城河。

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10 years ago I took Justin's C++ 11 class at Google. He is a gifted teacher. Watch this talk where he explains the 500B AI build out from 1st principles. One gpu to world wide racks and why some of the big semiconductor names have moats. https://t.co/TmgNytcqu7