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10 results for “infrastructure scaling”
Topic3 mentions across episodes
infrastructure
...of conventional infrastructure is changing, but the layer below that is changing as well. Right? Yeah. Yeah. Sure. I mean, this whole business at the end of the day is power to tokens. Yep. Yep. Yep. Yep. And so everything that's in between the power
35:16 / 36:25
from transcript35:16 – 36:25
Alright. So let's turn to another topic which very Engineer per kilowatt. Engineer per kilowatt. In The US. Networking. Right? Obviously, you alluded to it, scale up, scale out. In your case, you mentioned scale across. So it seems to me that network
14:56 / 16:01
from transcript14:56 – 16:01
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
...infrastructure space, which is vast, right, and as we just mentioned, it converges with energy at one end. There's a user experience at the other end. There's everything in between. You can imagine all different types of investment opportunities. How
6:41 / 7:53
from transcript6:41 – 7:53
...infrastructure investors historically to think about making a move in that direction off their end segment expertise. At the same time, it's an asset class that traditional infrastructure players can move into as an adjacency. So in many ways, it's n
6:01 / 7:06
from transcript6:01 – 7:06
...is the stuff used to build the apps. So you sell to technical buyers, people that use computer science to solve business problems. So, like, if the company sells to marketers, that's not infrastructure. But it is developers, database administrators,
14:07 / 15:27
from transcript14:07 – 15:27
...infrastructure is, like, you know, construction and rebar and concrete. This is computer science infrastructure used to build
20:02 / 21:16
from transcript20:02 – 21:16
...infrastructure side, how far can I stretch the definition of what infrastructure means to be able to access some of those higher return thresholds? Mhmm. And what that plays out with is much more businesses that have much more operating risk around t
7:31 / 8:37
from transcript7:31 – 8:37
...infrastructure required from an AI perspective to actually power the world that we wanna see today, and then a very large scale energy transition across the globe as we think about climate requirements and all the things that we're trying to solve fo
0:05 / 1:05
from transcript0:05 – 1:05
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