Day two of CoreWeave's Fully Connected conference brings together Parallel Web Systems CEO Parag Agrawal on agent-driven web infrastructure, SemiAnalysis founder Dylan Patel on AI cloud fragmentation and security, Formula One champion Jenson Button on team culture under pressure, and CoreWeave CEO Mike Intrator on financing, risk, and building an AI cloud from a New Jersey garage.
Dylan Patel, founder of SemiAnalysis, details how software-hardware co-design drives 100x gains in AI performance, citing examples like DeepSeek's optimization for Nvidia Hopper and the architectural differences between OpenAI's sparse and Anthropic's dense models. He introduces InferenceX, a living benchmark tracking a 60x annual cost reduction in AI quality, and explains why the "CUDA moat" narrative is shifting. Patel also delves into the persistent compute crunch, the strategic rise of neoclouds, and Jensen Huang's efforts to foster a multipolar AI world to prevent hyperscaler dominance.