CoreWeave’s Brannin McBee on the future of AI infrastructure, GPU economics, & data centers | E1925

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Todays show:

Brannin McBee joins Jason to discuss CoreWeave’s transition from cryptocurrency to AI (3:36), the energy dynamics of GPUs (14:04), innovations in data center cooling (19:28), and the future challenges and impacts of AI infrastructure on industries like search, advertising, and e-commerce (45:36).

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Timestamps:

(00:00) CoreWeave’s Brannin McBee joins Jason

(3:36) The founding story of CoreWeave and the transition 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 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 the operational feat of running multiple data centers

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X: https://twitter.com/branninmcbee

LinkedIn: https://www.linkedin.com/in/branninmcbee

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LinkedIn: https://www.linkedin.com/in/jasoncalacanis

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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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