← Carmen Li
What podcasts say about Carmen Li
Every statement, with the speaker, the exact quote and the moment it was said.
What Carmen Li has said on podcasts
5 statements · 1 positive · 2 mixed · 2 neutral
GPU provider contracts commonly last from over one month to two or three years.
“the contract usually lasts longer than a month, can be two years, three years.”
Open the episode · A new market for AI compute: What GPU futures could mean for energyListen at 13:13
Silicon Data’s clients are approximately 60% financial services and 40% industry market participants.
“60% financial services can be the lenders, can be whoever have a natural exposure to GPUs, right? Or the underlying asset class, the semi-industries and hyperscalers, right? That sorts. And 40% actually market participants.”
Open the episode · A new market for AI compute: What GPU futures could mean for energyListen at 32:38
B200 GPU prices initially fell but later exceeded their original listing prices.
“B200 came out to be $5 each last year, right? And it came down a little bit and came back up and then surpassing their listing, whatever, original listing prices”
Open the episode · A new market for AI compute: What GPU futures could mean for energyListen at 36:50
GPU prices should decline only if the supply chain becomes robust.
“The price should come down if and only if we have a very robust supply chain.”
Open the episode · A new market for AI compute: What GPU futures could mean for energyListen at 37:05
Greater language-model adoption will require substantially more GPUs.
“adopt token lm token better then they need a lot more gpus right to power the adoption of the large language models”
Open the episode · A new market for AI compute: What GPU futures could mean for energyListen at 37:36
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.