GPUs and how the cloud is changing (with Cedana Founder, Neel Master)
What’s going on with GPUs? We talk through the GPU bottleneck/supply gut, Meta’s apparent 600,000 H100-equivalents and the future of the GPU cloud.
Neel Master is the CEO and founder of Cedana, enabling pause/migrate/resume for compute jobs. Neel is a serial entrepreneur, former founder of Engooden and angel investor. He started his career in ML research at MIT's CSAIL.
Topics from this podcast include:
- Cedana's real-time save, migrate and resume for compute technology, enabling the migration of compute jobs across instances without interruption
- When will there be enough GPUs?
- What does it mean, that the cloud can become a robot?
- How might compute change, as per-capita GPU supply grows massively?
- How much does it actually cost to run GPUs?
- How can startups compete with the Big Tech’s giant compute moats?
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