# Gpu on The No Agenda Show Gpu comes up in 17 chapters across 17 episodes of The No Agenda Show, from March 2023 to October 2026. - **Chapters:** 17 - **Episodes:** 17 - **Discussed:** March 2023 – October 2026 - **Related topics:** [Nvidia](https://search.noagendashow.net/topic/nvidia.md), [Microsoft](https://search.noagendashow.net/topic/microsoft.md), [11 Labs](https://search.noagendashow.net/topic/11-labs.md), [Ai Models](https://search.noagendashow.net/topic/ai-models.md), [Artificial Intelligence](https://search.noagendashow.net/topic/artificial-intelligence.md), [Chatgpt](https://search.noagendashow.net/topic/chatgpt.md), [Cloud Computing](https://search.noagendashow.net/topic/cloud-computing.md), [Open Source](https://search.noagendashow.net/topic/open-source.md), [Silicon Valley](https://search.noagendashow.net/topic/silicon-valley.md), [Agentic Ai](https://search.noagendashow.net/topic/agentic-ai.md) ## Chapters 1–17 of 17 ### Core Weave Debt Crisis and AI Infrastructure Volatility - **Episode:** [1913: Meat Muck](https://search.noagendashow.net/episode/1913-meat-muck.md) - **Published:** 2026-10-18 - **Time:** 1:39:18–1:43:24 - **Transcript:** https://search.noagendashow.net/episode/1913-meat-muck/chapter/core-weave-debt-crisis-and-ai-infrastructure-volatility.md Tech markets are reacting to news that AI infrastructure provider Core Weave's debt has reached distressed levels, with bond yields exceeding 15%. The company, which leases GPUs to giants like Microsoft and Meta, is struggling with high leverage in a volatile credit market. Analysts warn that if the "AI trade" falters, "neocloud" companies like Core Weave will be the first to collapse under their massive debt loads. Keywords: core weave, [nvidia](https://search.noagendashow.net/topic/nvidia.md), [microsoft](https://search.noagendashow.net/topic/microsoft.md), [junk bonds](https://search.noagendashow.net/topic/junk-bonds.md), [gpus](https://search.noagendashow.net/topic/gpus.md), [silicon valley](https://search.noagendashow.net/topic/silicon-valley.md) ### Technical Deep Dive into Local AI and Hardware - **Episode:** [1899: Asymmetric Intimacy](https://search.noagendashow.net/episode/1899-asymmetric-intimacy.md) - **Published:** 2026-08-30 - **Time:** 58:53–1:04:18 - **Transcript:** https://search.noagendashow.net/episode/1899-asymmetric-intimacy/chapter/technical-deep-dive-into-local-ai-and-hardware.md Jason Calacanis details his transition from paid AI services like 11 Labs to running unmetered open-source models at home. He explains the technical advantages of high-RAM hardware for running small language models (SLMs) and predicts that AI will soon be integrated into everyday devices like watches. The discussion emphasizes the cost-saving and privacy benefits of moving away from frontier models. Keywords: mac studio, bit-tensor, slm, [11 labs](https://search.noagendashow.net/topic/11-labs.md), [open source](https://search.noagendashow.net/topic/open-source.md), [gpu](https://search.noagendashow.net/topic/gpu.md), ai sovereignty ### Nvidia Acquisition of Hugging Face, China Psyops - **Episode:** [1898: Goofy Foot](https://search.noagendashow.net/episode/1898-goofy-foot.md) - **Published:** 2026-08-27 - **Time:** 2:14:03–2:17:52 - **Transcript:** https://search.noagendashow.net/episode/1898-goofy-foot/chapter/nvidia-acquisition-of-hugging-face-china-psyops.md Nvidia has announced the acquisition of Hugging Face, potentially consolidating its control over the AI "full stack." The hosts debunk theories that China is behind the anti-data center movement in the U.S., characterizing the claims as midterm political maneuvering. Keywords: [nvidia](https://search.noagendashow.net/topic/nvidia.md), [hugging face](https://search.noagendashow.net/topic/hugging-face.md), [gpus](https://search.noagendashow.net/topic/gpus.md), [kevin o'leary](https://search.noagendashow.net/topic/kevin-o-leary.md), [midterms](https://search.noagendashow.net/topic/midterms.md) ### Databricks, GPU Shortages, Open Source AI Models - **Episode:** [1887: The Stick Works](https://search.noagendashow.net/episode/1887-the-stick-works.md) - **Published:** 2026-07-19 - **Time:** 1:36:03–1:39:01 - **Transcript:** https://search.noagendashow.net/episode/1887-the-stick-works/chapter/databricks-gpu-shortages-open-source-ai-models.md The CEO of Databricks discusses the exponential increase in AI costs for Fortune 500 companies, leading to a shift toward cheaper open-source models for mundane tasks. A global shortage of GPUs is reported, with high demand from Japan, Korea, and India. The hosts also discuss the pressure on corporate employees to adopt "AI native" workflows despite skepticism about their effectiveness. Keywords: databricks, [gpu](https://search.noagendashow.net/topic/gpu.md), [open source](https://search.noagendashow.net/topic/open-source.md), kimi, [salesforce](https://search.noagendashow.net/topic/salesforce.md) ### AMD Ryzen AI, Local Model Processing - **Episode:** [1883: Orgy of Socialism](https://search.noagendashow.net/episode/1883-orgy-of-socialism.md) - **Published:** 2026-07-05 - **Time:** 1:42:33–1:44:22 - **Transcript:** https://search.noagendashow.net/episode/1883-orgy-of-socialism/chapter/amd-ryzen-ai-local-model-processing.md AMD CEO Lisa Su unveiled a compact AI development system capable of running 200-billion-parameter models locally. The system is powered by the Ryzen AI Max processor with 128GB of unified memory, allowing for high-performance AI tasks without a cloud connection. The hosts discuss the potential for this technology to disrupt the current "hyperscaler" data center model. Keywords: lisa su, [amd](https://search.noagendashow.net/topic/amd.md), ryzen ai, [gpu](https://search.noagendashow.net/topic/gpu.md), npu, [local ai](https://search.noagendashow.net/topic/local-ai.md) ### Allbirds AI Pivot and the GPU-as-a-Service Bubble - **Episode:** [1861: Cone of Uncertainty](https://search.noagendashow.net/episode/1861-cone-of-uncertainty.md) - **Published:** 2026-04-19 - **Time:** 1:49:17–1:58:41 - **Transcript:** https://search.noagendashow.net/episode/1861-cone-of-uncertainty/chapter/allbirds-ai-pivot-and-the-gpu-as-a-service-bubble.md Footwear company Allbirds has announced a pivot to become "New Bird AI," a GPU-as-a-service and AI-native cloud provider. This move is compared to the dot-com bubble, where companies added ".com" to their names to boost stock prices. The hosts discuss the broader "Neo Cloud" trend where companies rent out decentralized GPU power rather than building massive, expensive data centers. Keywords: allbirds, new bird ai, [gpu](https://search.noagendashow.net/topic/gpu.md), [nvidia](https://search.noagendashow.net/topic/nvidia.md), [cloud computing](https://search.noagendashow.net/topic/cloud-computing.md) ### AI Infrastructure Investment, GPU Data Centers - **Episode:** [1848: Podcaster Down!](https://search.noagendashow.net/episode/1848-podcaster-down.md) - **Published:** 2026-03-05 - **Time:** 2:05:21–2:09:43 - **Transcript:** https://search.noagendashow.net/episode/1848-podcaster-down/chapter/ai-infrastructure-investment-gpu-data-centers.md Analyst Patrick Moorhead discusses the massive capital expenditure by tech giants into GPU-heavy data centers. While the infrastructure build-out is currently "pedal to the metal," there are concerns about whether the downstream software benefits will materialize before investors lose patience. Keywords: patrick moorhead, [gpus](https://search.noagendashow.net/topic/gpus.md), [data centers](https://search.noagendashow.net/topic/data-centers.md), [microsoft](https://search.noagendashow.net/topic/microsoft.md), [nvidia](https://search.noagendashow.net/topic/nvidia.md) ### Nvidia GPU, AI Hardware, Local Processing - **Episode:** [1845: Slave Slab](https://search.noagendashow.net/episode/1845-slave-slab.md) - **Published:** 2026-02-22 - **Time:** 1:03:07–1:04:33 - **Transcript:** https://search.noagendashow.net/episode/1845-slave-slab/chapter/nvidia-gpu-ai-hardware-local-processing.md A high-end Nvidia GeForce RTX GPU with a specialized cooling block is showcased as a tool for running local AI models. The hardware, which includes a Raspberry Pi attachment, allows for the creation of AI content without relying on cloud-based services. This segment highlights the increasing accessibility of powerful computing for independent media production. Keywords: [nvidia](https://search.noagendashow.net/topic/nvidia.md), [gpu](https://search.noagendashow.net/topic/gpu.md), geforce rtx, [ai models](https://search.noagendashow.net/topic/ai-models.md), [raspberry pi](https://search.noagendashow.net/topic/raspberry-pi.md), [hardware](https://search.noagendashow.net/topic/hardware.md) ### AI Robot Updates, ClaudeBot and 11 Labs Limitations - **Episode:** [1838: Coup Afoot](https://search.noagendashow.net/episode/1838-coup-afoot.md) - **Published:** 2026-01-29 - **Time:** 3:27–7:55 - **Transcript:** https://search.noagendashow.net/episode/1838-coup-afoot/chapter/ai-robot-updates-claudebot-and-11-labs-limitations.md Updates on a custom AI robot reveal it is now functional and operating from the cloud after a metaphorical "vacation" dating Grok AI. Attempts to implement an open-source alternative to 11 Labs failed due to high GPU and RAM requirements, leading to continued use of the 11 Labs free tier despite its five-voice limitation. Additionally, the new "ClaudeBot" (CLAWD) is examined and dismissed as an overpriced $200-per-month interface for managing other AI accounts. Keywords: claudebot, [11 labs](https://search.noagendashow.net/topic/11-labs.md), [grok ai](https://search.noagendashow.net/topic/grok-ai.md), [artificial intelligence](https://search.noagendashow.net/topic/artificial-intelligence.md), gpu requirements ### Jensen Huang, Moore’s Law, Accelerated Computing - **Episode:** [1818: Bible Belt Buckle](https://search.noagendashow.net/episode/1818-bible-belt-buckle.md) - **Published:** 2025-11-20 - **Time:** 41:30–46:46 - **Transcript:** https://search.noagendashow.net/episode/1818-bible-belt-buckle/chapter/jensen-huang-moore-s-law-accelerated-computing.md NVIDIA CEO Jensen Huang declared the end of Moore's Law, arguing that general-purpose CPU computing can no longer meet global demand. He advocated for "accelerated computing" using GPUs, noting that supercomputers have shifted from 90% CPU-based to 90% GPU-based in just six years. Huang emphasized that raw data processing for banking and e-commerce now costs hundreds of billions of dollars, necessitating this hardware transition. Keywords: [jensen huang](https://search.noagendashow.net/topic/jensen-huang.md), [nvidia](https://search.noagendashow.net/topic/nvidia.md), [moore's law](https://search.noagendashow.net/topic/moore-s-law.md), cpu, [gpu](https://search.noagendashow.net/topic/gpu.md), data processing ### Local AI Models and GPU Requirements - **Episode:** [1815: Attunement](https://search.noagendashow.net/episode/1815-attunement.md) - **Published:** 2025-11-09 - **Time:** 2:03:45–2:06:07 - **Transcript:** https://search.noagendashow.net/episode/1815-attunement/chapter/local-ai-models-and-gpu-requirements.md Running high-quality AI models locally requires significant hardware investment, with top-tier NVIDIA GPU stacks or Apple M4 Super Pro systems costing between $10,000 and $15,000. Local hosting is preferred by some for consistency, as cloud-based models can vary based on data center variables. The segment also touches on the financial stability of companies like OpenAI and the potential for government intervention in the AI race against China. Keywords: [nvidia](https://search.noagendashow.net/topic/nvidia.md), [gpu](https://search.noagendashow.net/topic/gpu.md), [ai models](https://search.noagendashow.net/topic/ai-models.md), apple m4, [cloud computing](https://search.noagendashow.net/topic/cloud-computing.md) ### Heterogeneous Computing, AI Ponzi Scheme - **Episode:** [1802: Stimming](https://search.noagendashow.net/episode/1802-stimming.md) - **Published:** 2025-09-25 - **Time:** 1:48:22–1:52:30 - **Transcript:** https://search.noagendashow.net/episode/1802-stimming/chapter/heterogeneous-computing-ai-ponzi-scheme.md NVIDIA's marketing of "accelerated computing" as "sustainable computing" is critiqued, noting the massive energy requirements of the data centers involved. The technology blends CPUs and GPUs into "heterogeneous computing" to offload serial tasks. The segment characterizes the AI industry's constant need for more funding—up to Sam Altman's requested $7 trillion—as a potential "Ponzi scheme" or "racket." Keywords: [nvidia](https://search.noagendashow.net/topic/nvidia.md), cpus, [gpus](https://search.noagendashow.net/topic/gpus.md), sustainable computing, [sam altman](https://search.noagendashow.net/topic/sam-altman.md) ### AI Model Costs, Local GPU Limitations - **Episode:** [1795: Dead Feathered](https://search.noagendashow.net/episode/1795-dead-feathered.md) - **Published:** 2025-08-31 - **Time:** 1:39:50–1:41:52 - **Transcript:** https://search.noagendashow.net/episode/1795-dead-feathered/chapter/ai-model-costs-local-gpu-limitations.md A host describes the experience of running AI models locally, noting that it is extremely slow compared to cloud-based services like ChatGPT. They argue that the current $20-a-month subscription model is unsustainable given the high compute costs, suggesting users are essentially being subsidized by the companies. The discussion dismisses the imminent arrival of Artificial General Intelligence (AGI) as marketing hype. Keywords: [chatgpt](https://search.noagendashow.net/topic/chatgpt.md), [grok](https://search.noagendashow.net/topic/grok.md), [python](https://search.noagendashow.net/topic/python.md), [stack overflow](https://search.noagendashow.net/topic/stack-overflow.md), [gpu](https://search.noagendashow.net/topic/gpu.md), [agi](https://search.noagendashow.net/topic/agi.md), asi ### Agentic AI Trials and Scripting Automation Costs - **Episode:** [1753: Local Jamoke](https://search.noagendashow.net/episode/1753-local-jamoke.md) - **Published:** 2025-04-06 - **Time:** 1:15:44–1:22:15 - **Transcript:** https://search.noagendashow.net/episode/1753-local-jamoke/chapter/agentic-ai-trials-and-scripting-automation-costs.md A host describes a trial of "agentic AI" using the service manus.im, which automates repetitive digital tasks by spinning up virtual browsers to execute clicks and searches. While the technology successfully replicated a complex radio station setup, the high cost of credits—potentially reaching $20,000 annually—makes it a questionable investment for individuals. The discussion touches on the massive VC investment required to power these data centers. Keywords: [agentic ai](https://search.noagendashow.net/topic/agentic-ai.md), manus.im, [automation](https://search.noagendashow.net/topic/automation.md), [gpu](https://search.noagendashow.net/topic/gpu.md), [silicon valley](https://search.noagendashow.net/topic/silicon-valley.md) ### AI Tech Bubble, Infrastructure Overinvestment - **Episode:** [1684: No Guff](https://search.noagendashow.net/episode/1684-no-guff.md) - **Published:** 2024-08-08 - **Time:** 2:50:54–2:53:21 - **Transcript:** https://search.noagendashow.net/episode/1684-no-guff/chapter/ai-tech-bubble-infrastructure-overinvestment.md Analysts from Goldman Sachs and Business Insider warn of a potential burst in the AI bubble. The discussion focuses on the massive capital expenditures by companies like Microsoft and Meta on GPU infrastructure versus the lack of immediate downstream financial benefits. Keywords: [artificial intelligence](https://search.noagendashow.net/topic/artificial-intelligence.md), [tech bubble](https://search.noagendashow.net/topic/tech-bubble.md), [goldman sachs](https://search.noagendashow.net/topic/goldman-sachs.md), [gpus](https://search.noagendashow.net/topic/gpus.md), [microsoft](https://search.noagendashow.net/topic/microsoft.md) ### AI Hardware Incompatibility, Local LLM Testing - **Episode:** [1557: Stern & Wrinkled](https://search.noagendashow.net/episode/1557-stern-wrinkled.md) - **Published:** 2023-05-21 - **Time:** 55:52–57:31 - **Transcript:** https://search.noagendashow.net/episode/1557-stern-wrinkled/chapter/ai-hardware-incompatibility-local-llm-testing.md Attempts to run a local version of a ChatGPT-style AI on a home computer failed due to hardware incompatibility and massive data requirements. The process required downloading six gigabytes of models, which the host's Windows 11 machine rejected. This personal anecdote highlights the current technical barriers for average users trying to run sophisticated AI locally. Keywords: [ai](https://search.noagendashow.net/topic/ai.md), [chatgpt](https://search.noagendashow.net/topic/chatgpt.md), [windows 11](https://search.noagendashow.net/topic/windows-11.md), hardware compatibility, [large language models](https://search.noagendashow.net/topic/large-language-models.md), [gpu](https://search.noagendashow.net/topic/gpu.md) ### AI Ethics, Sudip Roy Chowdhury, GPU Market Trends - **Episode:** [1542: Digital Dementia](https://search.noagendashow.net/episode/1542-digital-dementia.md) - **Published:** 2023-03-30 - **Time:** 11:39–13:58 - **Transcript:** https://search.noagendashow.net/episode/1542-digital-dementia/chapter/ai-ethics-sudip-roy-chowdhury-gpu-market-trends.md Sudip Roy Chowdhury of Eugene AI argues against government intervention in AI development, suggesting that progress should continue while frameworks are built in parallel. The hosts suggest the "AI freakout" may be a psychological operation benefiting companies like Nvidia, which sells GPUs, and Microsoft Azure, which provides the necessary cloud infrastructure. Keywords: sudip roy chowdhury, eugene ai, [nvidia](https://search.noagendashow.net/topic/nvidia.md), [gpu](https://search.noagendashow.net/topic/gpu.md), [microsoft](https://search.noagendashow.net/topic/microsoft.md), [openai](https://search.noagendashow.net/topic/openai.md) --- This is the markdown version of a page on The No Agenda Show for AI agents. 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