Aaron Delp and Brian Gracely discuss the possibility of another major cloud provider emerging as the economy changes and new application workloads begin to take shape. 


SHOW: 757


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SHOW NOTES:

• Microsoft hiring to build small reactors near data centers (https://www.datacenterdynamics.com/en/news/microsoft-cloud-hiring-to-implement-global-small-modular-reactor-and-microreactor-strategy-to-power-data-centers/)
• The economic case for Generative AI (https://www.youtube.com/watch?v=5yC4w4x5DSQ&t=1s) (a16z)
• AWS invests (up to) $4B in Anthropic (https://www.anthropic.com/index/anthropic-amazon)
• NVIDIA DGX Cloud (https://www.nvidia.com/en-us/data-center/dgx-cloud/)
• NVIDIA’s new computing model (Acquired podcast) (https://www.acquired.fm/episodes/nvidia-the-dawn-of-the-ai-era)

Topic 1 - Do you remember back when AWS was starting to take off, and Simon Wardley used to talk about how IBM or HP or Cisco or EMC/VMware should have been the ones building the utility cloud services? 


Topic 2 - We’re now at a stage when all anyone can talk about is AI (Generative AI, LLMs, etc.) and GPUs. So which one is more powerful, the Models/Data or the Infrastructure?


Topic 3 - Is it possible that NVIDIA could start building their own cloud? Do they potentially want to own a more vertical experience? 


Topic 4 - Obviously the buildout costs are enormous, but are they that much different from what the Big 3 are trying to do in retrofitting existing data centers, or hiring to build their own mini-Nuclear reactors?


Topic 5 - Who could potentially be a partner to NVIDIA in building out this type of cloud in the near-term? (Equinix, national governments, cities-of-the-future, sovereign wealth funds, etc.)


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