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Making Sense of AI and HPC Markets with Tom Masiero | Bitcoin Stock Show
- 2024/09/05
- 再生時間： 1 時間 4 分
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あらすじ・解説
Before 2023, most folks probably associated AI with the far-off dystopias of The Terminator, The Matrix, or other depictions in pop culture. Now, AI is permeating every corner of our culture and economy as applications like Chat-GPT have taken a place alongside Google as the habitual tools of the internet’s citizenry. At the core of all of these applications – as with every facet of the Internet – is computing power, and bitcoin miners are betting big on becoming key producers of this compute. On this episode of the Bitcoin Stock Show, Tom Masiero of Cathedra Bitcoin shares his vision for how bitcoin miners factor into the most consequential technological revolution since the Internet. @FarmahTom Director @CathedraBitcoin $CBIT CathedraBitcoin.com Timestamps: 00:00 Livestream waiting room 11:15 Show introduction 12:30 Tom introduction and background 14:30 Breakdown of different HPC datacenter strategies 20:50 Difference between datacenter tiers 22:25 Types of HPC services bitcoin miners provide 27:30 Are clusters of compute the same as concentrated compute? 29:40 What is a mullet miner anyway? 33:45 Differences between small and large datacenters 37:40 Breakdown of different HPC strategies from bitcoin miners 44:45 The role of bitcoin miners in the AI race 52:40 Bitcoin miners and AI/HPC are PB&J 54:50 Why is Nvidia so dominant? 1:03:56 Is the H100 the S17 of AI? 1:09:50 Three categories of bitcoin miners Live streamed every Wednesday, The Bitcoin Stock Show is brought to you by The Mining Pod and features interviews and analysis related to the world of public Bitcoin companies. Subscribe to receive notifications when we stream and publish shows! 👉 Check out Bitcoin Season 2 and The Gwart Show. 👉 Watch our newest documentary, The Big Empty! Follow our hosts on Twitter, @wsfoxley and @AsILayHodling. - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! And thank you to Foreman Mining, Master Your Mining! The Mining Pod is produced by Sunnyside Honey LLC with Senior Producer, Damien Somerset. Distributed by CoinDesk.