Episode 1873 • • 42:03 - 48:19
1873: Supercycle
AI Super Cycle, Edge Computing, and Nvidia Inference Chips
The AI industry is shifting from training large language models to "inference," which involves deploying models at the "edge" for business operations. Dan Armada, CEO of Armada, describes his company as a "hyperscaler for the edge," building modular data centers. Market trends show high spot prices for Nvidia's H100 and H200 chips, which are optimized for these inference tasks rather than initial training.