DeepSeek V4 and Nvidia's Inference Chip

In this episode, we cover OpenAI's record-breaking $110 billion funding round backed by Amazon, Nvidia, and SoftBank, along with its massive multi-cloud infrastructure commitments spanning AWS, Azure, Oracle, and CoreWeave. We also explore Nvidia's reported development of a custom inference chip built specifically for OpenAI's real-time workloads, and what that signals about the future of AI hardware. From there, we dive into DeepSeek's upcoming V4 multimodal model out of China, optimized for Huawei and Cambricon chips to reduce reliance on US silicon, and close with ByteDance's Seedance 2.0 video model igniting a major copyright battle with Hollywood studios including Disney and the Motion Picture Association.https://www.aiconvocast.comHelp support the podcast by using our affiliate links:Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkvDisclaimer:This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by OpenAI, Nvidia, Amazon, AWS, Microsoft, SoftBank, DeepSeek, Huawei, ByteDance, Disney, the Motion Picture Association, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Some links in this description may be affiliate links, meaning we may earn a small commission at no extra cost to you if you make a purchase through them.