Sid Sheth
speaker
1,110 appearances
2 recordings
1 series
first heard Aug 2026
last heard 17 Aug
Sid Sheth’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.
Appearances
And um not every company is playing in every
a pocket of the market, you can't, right?
Um GPUs, you know, just because they are so general, the ecosystem is so broad, clearly um GPUs can go into many different applications uh for inference, right?
But uh they're not gonna be very efficient because of that, right?
I mean so yes, they're very broad in their applicability, they are
general purpose, uh but um
But when it comes to certain breakaway applications where applications need um a very specific metric uh fully optimized, then GPUs will not do well in that market.
And I think so.
I think the way to look at it is okay, you have the influencing market, it's gonna be the largest part of AI compute.
Um it's expected to be over a trillion dollar market, you know, call it in the next five years.
Um but it's
You know, then GPUs will play in that market clearly, but there's gonna be portions or segments of that trillion dollars that is we will need
you know lots of optimization and a highly optimized silicon and the one that is
Truly breaking out right now is uh the segment that is called low latency compute and uh low latency compute uh low latency inference is specifically around applications that need high levels of interactivity.
Uh so you know a great example would be Claude Code.
This happened, you know, a few months ago and
You have um
People who are not programmers who are now using clot code and are great programmers, right?
I mean uh they you know the joke is, right, the new programming language is English, right?
And um and everyone can program and you can be an ace programmer and uh know how to prompt the model and how to use it.
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