bare metal
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2026 by Roman Chernin · across every show →
Everything said about bare metal, oldest first
Jun 8, 2026
Chernin: Bare metal AI compute has only a dozen global customers
“On bare metal level, you have maybe a dozen of the customers in the world that you can work with. On managed infrastructure, there are hundreds. On inference, there are thousands. On agentic, there will be tens of thousands of new developers that build it, rig…”