AI Software & GPU Industry

AI Software and the GPU Industry

A Symbiotic Evolution

June 2025 · Dinesh

June 2025 · Dinesh
AI Software & GPU Industry

The GPU-AI Foundation

Why GPUs Power AI:

  • Thousands of CUDA cores vs. CPU's ~10-64 cores
  • Massive parallelism for tensor operations
  • Optimized for matrix multiplies and convolutions
  • High memory bandwidth (HBM3, GDDR6X)

Software Dependencies:

  • Frameworks rely on GPU libraries (cuDNN, cuBLAS)
  • Tensor Cores accelerate mixed-precision compute
  • SIMT execution model matches AI workloads
June 2025 · Dinesh
AI Software & GPU Industry

Software Drives Hardware Innovation

AI Software Explosion:

  • Large models: GPT, Gemini, Claude demand massive compute
  • Frameworks push GPU limits: DeepSpeed, vLLM, Triton
  • Edge AI opens new markets: Jetson, CoreML

Software Stack Impact:

Layer Examples GPU Impact
Frameworks PyTorch, JAX Dynamic compute graphs
Compilers XLA, Triton Kernel fusion optimization
Inference TensorRT, vLLM Latency-optimized compute
Infrastructure Ray, KServe Multi-GPU scalability
June 2025 · Dinesh
AI Software & GPU Industry

Hardware-Software Co-Evolution

Feedback Loop:

AI Software Needs → GPU Architecture Changes
     ↑                        ↓
Performance Bottlenecks ← New Hardware Features

Real Examples:

  • Mixed-precision: FP16, bfloat16, FP8 support
  • Communication: NCCL, NVLink for multi-GPU
  • Memory: SRAM improvements for transformer models
  • Specialized units: Transformer Engines in Hopper

Co-Evolution Cycle

June 2025 · Dinesh
AI Software & GPU Industry

Future Trends & Summary

Emerging Trends:

  • Open-source GPU stacks (ROCm, Triton)
  • Multi-backend compilers (IREE, TVM)
  • Cross-hardware abstractions
  • Energy-efficient "Green AI"

Key Takeaways:

  • AI software and GPUs are deeply interdependent
  • Software innovation drives GPU adoption and design
  • GPUs enable software breakthroughs through scale
  • Co-evolution defines the performance frontier
June 2025 · Dinesh
AI Software & GPU Industry

Thank You

Dinesh
📧 dineshkumarb@gmail.com
🌐 https://dkbhaskaran.github.io/
📞 +1 999 999 9999

June 2025 · Dinesh