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Opening Voices
Opening Voices

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

05 March 2026 1:28:28 Quentin Adam

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About this episode

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



Hosted on Ausha. See ausha.co/privacy-policy for more information.

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