Kabir's Tech Dives
I'm always fascinated by new technology, especially AI. One of my biggest regrets is not taking AI electives during my undergraduate years. Now, with consumer-grade AI everywhere, I’m constantly discovering compelling use cases far beyond typical ChatGPT sessions.
As a tech founder for over 22 years, focused on niche markets, and the author of several books on web programming, Linux security, and performance, I’ve experienced the good, bad, and ugly of technology from Silicon Valley to Asia.
In this podcast, I share what excites me about the future of tech, from everyday automation to product and service development, helping to make life more efficient and productive.
Please give it a listen!
Kabir's Tech Dives
🐉 Nvidia's AI Dominance and the Semiconductor Landscape
This episode discusses the AI semiconductor landscape, focusing on Nvidia's dominance and the implications for the industry. Nvidia's success is attributed to its strong software, hardware, and networking capabilities, enabling the creation of highly complex, large-scale systems. The conversation also explores the emerging importance of inference-time reasoning, a computationally intensive process requiring significant memory and potentially reshaping the market. Competitors like AMD and Google (with its TPUs) are striving to gain market share, but face challenges in software and system design. Finally, the discussion examines the long-term outlook for the industry, considering factors like data limitations, the sustainability of current spending levels, and the potential for consolidation.
Podcast:
https://kabir.buzzsprout.com
YouTube:
https://www.youtube.com/@kabirtechdives
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