Gynger的动态

Recently had the pleasure of moderating a panel with impressive speakers (Monica Gille at Hewlett Packard Enterprise, Alex Yeh at GMI Cloud, Evan Conrad at SFCompute, Amnon Mishor at Gynger ) on the rapidly evolving AI infrastructure landscape and its implications for founders. Big takeaway? Founders who view infrastructure strategically will have big advantage??? Here are some other insights and practical advice we discussed: ?? Neoclouds rising: Platforms like GMI Cloud are becoming compelling alternatives to hyperscalers for AI startups. Not only do they provide access to optimized GPU clusters for training and inference, but they also abstract away much of the operational complexity of deploying apps at scale. ?? Capital Efficiency: AI is capital-intensive, requiring a balanced approach between infrastructure and financial planning. Solutions like Gynger and SFCompute can help startups manage cash flow, minimize risk, and ensure runway for long-term growth through flexible payment models. ? ?? The energy challenge: While liquid cooling becomes a headache, the bigger challenge is access to scalable, sustainable energy sources.?We need more nuclear power plants ... yesterday. ?? Security and Compliance: Security encompasses both data protection and physical security for hardware and data centers. Modern GPU servers now contain 200,000+ components. You need Eclypsium, Inc. to secure these at scale (Yuriy Bulygin Alex Bazhaniuk) ? ? Hyperscaler Lock-in: While hyperscaler credits are tempting, the long-term cost implications can be sneaky i.e. large contract commitments when credits run out. Founders should design their tech stack to be infrastructure-agnostic and leverage credits from multiple providers to maintain portability. Was a good debate between Amnon Mishor and Evan Conrad?? ?? Infrastructure Cost Realities::?This complexity requires founders to allocate a much larger portion of their capital raise (30%+) to infrastructure. A 10,000-GPU cluster costs upwards of $250M and requires ~$10M/year in power alone. Thanks for organizing Anton Belo Derek Howard Teague Goddard Taryn Cunningham Seth Beddo Hanna Blunden! #ai #llm #ml #training #inference #gpu #cloud #neocloud #hyperscalers #aws #googlecloud #azure #nvidia #nuclear