Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“I suspect a lot of inference will get done on the Edge. You think about the insane amount of compute that’s walking around in our pockets that is not fully leveraged right now.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…It was like that. It took the PC wave to disrupt IBM, which was a personal computer in today’s parlance, Edge computing, device-based computing. IBM dominated the B2B mainframe cycle of computing. Again, if you believe everything Jensen is saying and how he steered the company for the last five years, we are going back into a centralized data center, modern version of a mainframe-dominated computing cycle. I suspect a lot of inference will get done on the Edge. You think about the insane amount of compute that’s walking around in our pockets that is not fully leveraged right now. There’s going to be a lot of machine learning done on phones that are going to call up to cloud-based models for the hard stuff. No doubt. I don’t think training is happening at the Edge anytime soon, though.…
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