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How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital's Neil Tiwari

How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital's Neil Tiwari

Neil Tiwari of Magnetar Capital explains the creative debt structures and financial innovations fueling the multi-trillion dollar AI infrastructure buildout. He debunks the myths around GPU collateral, revealing that the real security lies in contracted cash flows from investment-grade partners, and details how the industry's bottlenecks are shifting from chips to power distribution, steel, and specialized labor.

Accelerating Growth Through Optimizing GPU Usage // Sahil Khanna // AI in Production 2025

Accelerating Growth Through Optimizing GPU Usage // Sahil Khanna // AI in Production 2025

Adobe's journey in building a sophisticated AI Compute Platform to tackle the immense challenges of GPU optimization for training large-scale generative models like Firefly. The talk covers their custom-built solutions for resource management, developer productivity, and automated fault tolerance.

Efficient Reinforcement Learning – Rhythm Garg & Linden Li, Applied Compute

Efficient Reinforcement Learning – Rhythm Garg & Linden Li, Applied Compute

A deep dive into the challenges and solutions for efficient Reinforcement Learning (RL) in enterprise settings. The talk contrasts synchronous and asynchronous RL, explains the critical trade-off of "staleness" versus stability, and details a first-principles system model used to optimize GPU allocation for maximum throughput.

The CEO Behind the Fastest-Growing AI Inference Company | Tuhin Srivastava

The CEO Behind the Fastest-Growing AI Inference Company | Tuhin Srivastava

Tuhin Srivastava, CEO of Baseten, joins Gradient Dissent to discuss the core challenges of AI inference, from infrastructure and runtime bottlenecks to the practical differences between vLLM, TensorRT-LLM, and SGLang. He shares how Baseten navigated years of searching for a market before the explosion of large-scale models, emphasizing a company-building philosophy focused on avoiding premature scaling and "burning the boats" to chase the biggest opportunities.

The GPU Uptime Battle

The GPU Uptime Battle

Andy Pernsteiner, Field CTO of VAST Data, discusses the immense challenges of transitioning AI projects from prototype to production. He highlights the critical role of data infrastructure, the high cost of GPU downtime, and the necessity of building resilient, scalable platforms that can withstand real-world failures like power outages in massive data centers. The conversation emphasizes a shift in mindset towards empathy, better requirement gathering, and closer collaboration between data scientists and platform engineers to bridge the gap between development and operations.

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z

AI is driving an unprecedented buildout of physical infrastructure. Experts from Google and Cisco discuss the "AI industrial revolution," where power, compute, and networking are the new scarce resources, demanding a complete reinvention of the technology stack from silicon to software.

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