The AIDC Debate
The AIDC DebateThe AIDC Debate offers a timely commentary on the AI economy and the fleet of data centers that enable it, all through a sharp technical lens. Manoj Sukumaran brings hands-on experience designing data center hardware for hyperscale cloud service providers. Shen Wang contributes a deep background in smart power electronics, data center thermal management, and electrical infrastructure. Vlad Galabov... more
| Publishes | Weekly | Episodes | 7 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsTech NewsTechnology | |||
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Latest Episodes
The conversation covers debates in the social media space, NVIDIA's ecosystem of rack scale designs, and innovative storage solutions. The discussion delves into the impact of these developments on the industry and the potential for future advancemen... more
The conversation covers the NVIDIA GTC event, focusing on key takeaways, ecosystem development, and the trillion-dollar order pipeline. It also explores the impact on the server investment and data center growth forecasts.
Takeaways
* Ecosystem De... more
The conversation covers our latest data center investment forecast and key new items, including the sale of CoolIT, the pause in Oracle and OpenAI's Stargate project, and the innovative developments in bio computing by Cortical Labs. The conversation... more
The conversation covers a range of topics, including headlines and earnings announcements, drama between Nvidia and OpenAI, Microsoft's Maya 200 launch, Google's TPU and HBM elimination, CoreWeave's capex and power module shortage impact, challenges ... more
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Apple Podcasts | #217 |  South Korea/Technology |
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The AIDC Debate launched 3 months ago and published 7 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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