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Sonya Huang and Pat Grady interview leading AI builders and researchers about the technical and commercial frontier of AI.
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Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy
Dmitri DolgovKonstantine Buhler
Waymo says it has delivered over 20 million fully autonomous rides, including 10 million in seven months, marking a shift toward rapid, parallel global commercialization.Its foundation model spans the driver, simulator, and critic, while sixth-generation hardware targets lower cost and volume production; more than 170 million autonomous miles and over 13-times-human safety support expansion, though city-by-city validation and trust remain execution risks.
Nvidia CTO Michael Kagan: Scaling Beyond Moore's Law to Million-GPU Clusters
Michael KaganSonya HuangPat Grady
AI’s scaling curve is shifting NVIDIA’s optimization target from chips to rack-scale systems, with models doubling every three months and demanding roughly 10X–16X annual performance growth.Mellanox’s low-jitter networking, NVLink/CUDA integration and fault-tolerant architecture support scaling toward 100,000 GPUs, but energy and heat constrain 100–150-megawatt deployments as Kagan says he does not know how long the 10X annual slope will last.