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

16d 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 episoder

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

The Neuron: AI Explained

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published 16d ago

Del

MP3•Episode hjem

Indhold leveret af The Neuron. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Neuron eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

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