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