Bare Metal

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Bare Metal, every show

20VC Insight
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…”
Roman Chernin Jun 8, 2026 ▶ 20:08 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.