AI Hardware vs AI Software

Fifteen years ago, I sat in a trading room at a major investment bank. The data models we built were clever, sure, but felt limited in retrospect. Nowadays the word around every boardroom table is “AI”.

Get it straight - it's a revolution.

The way I see it, the AI engine driving this change is no monolith.

It's a pair, a dynamic duo: software and hardware. The relationship reminds me of the old fable, the tortoise and the hare.

Software is the hare, zipping around with constant improvement. Clever algorithms, new frameworks – it makes for a thrilling sprint.

But the tortoise, that's hardware.

Its steps feel slower but make the earth shake.

Think about the leap from CPUs to GPUs, or Google's TPUs shaking up the whole game. Those hardware strides aren't fast, but they fundamentally alter the landscape, letting the hare sprint ahead in a whole new direction.

Let's be clear, this is about way more than who wins the race.

AI's future depends on this dance.

We need the hare's agility to make …