Making AI Inference Affordable - Opening Voices with Steeve Morin of ZML

About this episode

Quentin Adam discusses the future of AI inference with Steeve Morin, focusing on making it affordable and scalable across various sectors.

If AI is to power the entire economy, inference must become affordable, scalable and widely available. In this third part of Opening Voices, Quentin Adam continues the conversation with Steeve Morin, founder and CEO of ZML, to explore what it really takes to industrialise inference. They discuss: why AI must move from “chatbots as products” to AI as an infrastructure primitive why inference will power every sector — banks, startups, industry how efficiency gains (sometimes 5x, 10x, even 100x+) are still possible why GPUs are not the only path forward how new chips (TPUs, NPUs and emerging players) are reopening the semiconductor market why power, density and optimisation now matter more than raw experimentation This episode explains why the next wave is not about building better models, but about making inference economically viable at scale. — Episode Chapters: Making Inference Available 00:00 – Introduction and Context 01:38 – AI as a Primitive vs. AI as a Product 04:19 – The Economic Unit of the Token 05:15 – Scaling Compute for Inference 07:31 – A Revolution Comparable to Mobile 08:43 – Beyond GPUs 10:56 – Compiler Errors and Efficiency Waste 12:38 – Understanding Chips 15:31…

People in this episode

Host: Quentin Adam

Guest: Steeve Morin

Topics covered

• AI inference
• scalability
• semiconductors
• economic viability
• technology infrastructure

Keywords

• industrialise inference
• AI as infrastructure
• efficiency gains
• TPUs
• NPUs

Mentioned in this episode

Products: GPUs, TPUs, NPUs

Books & works: Opening Voices, Making Inference Available

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