Global Advisors | Quantified Strategy Consulting

compute

"The Chinese chip industry has done an amazing job of catching up. I think they've probably exceeded most people's expectations in this." - Matt Sheehan - Carnegie Endowment for International Peace

Quote: Matt Sheehan

"Since 2020, we have seen a 600 000x increase in the computational scale of decentralized training projects, for an implied growth rate of about 20x/year." - Jack Clark - Import AI

Quote: Jack Clark – Import AI

“We can’t keep scaling compute, so the industry must scale efficiency instead.” - Kaoutar El Maghraoui - IBM Principal Research Scientist

Quote: Kaoutar El Maghraoui

“We need something like 10 terawatts in the next 20 years to make LLM systems truly useful to everyone... Nvidia would need to 100× output... You basically need to fill Nevada with solar panels to provide 10 terawatts of power, at a cost around the world’s GDP. Totally crazy.” - Trevor McCourt Extropic CTO

Quote: Trevor McCourt – Extropic CTO

“If you upgrade that assistant to see video at 1 FPS—think Meta’s glasses—the back-of-the-envelope says you'd need to roughly 10× the grid to accommodate that for everyone. If you upgrade the text assistant to reason at the level of models working on the ARC AGI benchmark (IQ-test-style problems), even just the text assistant would require around a 10× of today’s grid—around 5 terawatts—insanity.” - Trevor McCourt - Extropic CTO

Quote: Trevor McCourt – Extropic CTO

“The countries that control compute will control AI. You cannot have compute without energy.” Jonathan Ross CEO Groq

Quote: Jonathan Ross – CEO Groq

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