Who Controls AI Compute? - Opening Voices with Steeve Morin of ZML

About this episode

Quentin Adam interviews Steeve Morin about the control of AI compute and its implications for the future of technology.

Artificial Intelligence is no longer just a software story. It is a compute story. In this full episode of Opening Voices, Quentin Adam speaks with Steeve Morin, founder and CEO of ZML, to explore a fundamental question: who controls the compute layer of AI? Together, they unpack: Why AI makes cloud systems compute-bound again The real difference between training and inference Why inference will dominate AI workloads How stateful systems break 20 years of architecture patterns Why power, not space, now limits data centers Whether GPUs are a temporary solution The rise of TPUs, NPUs and AI-dedicated chips Why hardware optionality may define the next decade As AI becomes a universal primitive across industries, control shifts from models to infrastructure. This episode connects architecture, economics and semiconductor strategy, and explains why inference may become the industrial foundation of the AI era. Opening Voices is also available on all streaming platforms: Deezer: https://www.deezer.com/show/1001774171 Spotify: https://open.spotify.com/show/3QTe4gKhsmhWnlLZaUxNo1 Apple Podcasts: https://podcasts.apple.com/fr/podcast/opening-voices/id1806281823 Hébergé par Ausha. Visitez…

People in this episode

Host: Quentin Adam

Guest: Steeve Morin

Topics covered

• AI compute
• cloud systems
• training vs inference
• AI workloads
• data center limitations
• GPUs
• TPUs
• NPUs
• AI-dedicated chips
• hardware optionality

Keywords

• infrastructure
• semiconductor strategy
• industrial foundation of AI

Mentioned in this episode

Products: GPUs, TPUs, NPUs, AI-dedicated chips

Books & works: Opening Voices

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