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16 results for “data centers”
Product8 mentions across episodes
data centers
Topic7 mentions across episodes
data centers
...data center, and the network hardware sort of understands how to serve other tenants other than us. None of that existed, and none of that was true. So there's just no way you can be like, oh, yeah. Other companies just started using our infrastructu
13:51 / 15:17
from transcript13:51 – 15:17
...data center, and the network hardware sort of understands how to serve other tenants other than us. None of that existed, and none of that was true. So there's just no way you can be like, oh, yeah. Other companies just started using our infrastructu
13:15 / 14:33
from transcript13:15 – 14:33
data centers are being built where the power is available rather than power being brought to where the data centers are, and that's why you're seeing a lot of projects that are being built out all throughout the world. And the other point though is t
6:43 / 7:49
from transcript6:43 – 7:49
...centers are being built where the power is available rather than power being brought to where the data centers are, and that's why you're seeing a lot of projects that are being built out all throughout the world. And the other point though is the li
6:00 / 7:06
from transcript6:00 – 7:06
...the data center itself, very little of it is the same as was the case twenty years ago. The big difference in active components being GPUs. Right? About twenty years ago, what would you say the average number of GPUs were in a what percentage of Zero
5:15 / 6:19
from transcript5:15 – 6:19
...data center requirements. Unlike software, this team is tied to physical deployment cycles and contracted CapEx. Electricity demand growth in key regions, including parts of Southeast Asia, is increasingly correlated with data center expansion. This
2:52 / 4:03
from transcript2:52 – 4:03
...data centers, but also in the energy infrastructure to support them. And this will require people, lots of people, to build, operate, maintain, and run these these large scale energy investments. So if we look at data centers, you know, by the number
34:29 / 35:33
from transcript34:29 – 35:33
...database providers, and I think, you know Serverless Postgres. Yeah. When when Shocker. When you're an infrastructure company, you're on the hook if any provider has an outage. And I I can't tell my customers, like, hey, like, we went down because so
18:04 / 19:04
from transcript18:04 – 19:04
And as you know with exponential compounding, all of a sudden you have 10 x and all of a sudden you have 20 x and, etcetera. So it's just and then the hardware gets faster than, you know, twelve months after that. So it's not just the software work.
7:31 / 8:36
from transcript7:31 – 8:36
There's the cloud delivery layer with AWS, Azure. There's some of the new Neo clouds, and then some will be delivered on prem. And then above that is the foundational model layer. These are the big LLM companies like OpenAI, XAI, Google Gemini, Meta.
27:02 / 28:05
from transcript27:02 – 28:05
...AI data centers can either be for training, which could be anywhere, or they'll be for providing a direct service to
18:48 / 19:51
from transcript18:48 – 19:51
...and and AWS data centers are like within a millisecond on on each other on the public exchanges. But in Oregon, uniquely, the GCP data center sits like a couple 100 kilometers like East of Portland, and the AWS region sits in Portland. But the networ
21:00 / 22:04
from transcript21:00 – 22:04
data centers for sure, and data center spend has gone up, like, by a factor of 10 x, something like that pre AI, and it was already very big to serve as cloud. And then, of course, data centers draw on a lot of power. And so not only do you need to p
10:29 / 11:36
from transcript10:29 – 11:36
...data centers of this type. And I think even though there have been announcements of, for example, like, the liquid cooled GB 200 and VL 72 system, Like and and some interest in adoption of liquid cooling. Like, fans and liquid cooling come with their
12:45 / 13:51
from transcript12:45 – 13:51
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