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Corey Knowles

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5068 total appearances

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The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Welcome, humans, to The Neuron Podcast.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

I'm Corey Knowles, as always, joined by the one and only Grant Harvey, who writes The Neuron every day.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Today, we're going to talk AI infrastructure and whatever else comes to mind with Tim Davis, co-founder and president of Modular.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

It's a company that has raised $250 million to change how AI runs on hardware.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Tim, welcome to The Neuron.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Well, I guess to start out, you're with Modular, and I understand that you and your co-founder are both from Google Brain, right?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Shopping on Amazon.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Yeah.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

All right, so if you're building anything in AI right now, whether it's models, tools, workflows, you're going to want to hear about this.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Dell just dropped something that's honestly in a league all of its own.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

The Dell Pro Max with GB10.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

That GB stands for Grace Blackwell, which is NVIDIA's next generation architecture.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And here's why you're going to care about that.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

This machine looks small, but it's a powerhouse.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

You're getting 128 gigs of unified LPDDR5X memory, super low latency, and the brand new NVIDIA GB10 module, which lets you run local inferencing on models all the way up to 200 billion parameters, which is insane.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

No cloud queues, no sky-high compute costs, just your own parameters.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Personal AI is sitting right there on your desk waiting for you.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And here's the wild part.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

If you need to go bigger, you can connect two Dell Pro Max units together using the ConnectX 7 SmartNIC and 200 gig networking to scale your workloads bigger.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

It's seamless, fast, and designed for serious AI development.

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