The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

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The Neuron: AI Explained

The Neuron

45 episodes

2 days ago

The Neuron covers the latest AI developments, trends and research, hosted by Grant Harvey and Corey Noles. Digestible, informative and authoritative takes on AI that get you up to speed and help you become an authority in your own circles. Available every Tuesday on all podcasting platforms and YouTube. Subscribe to our newsletter: https://www.theneurondaily.com/subscribe

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The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

The Neuron: AI Explained

1 hour 1 minute 2 seconds

2 days ago

The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.

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