Colocation

topic on 2 shows · 3 statements across 3 episodes

No Priors Catalyst

3 statements about Colocation, every show

CATALYST Insight
Guernsey: Co-locating capacity at grid constraints helps solve data center bottlenecks
“This notion of, like, on-site versus off-site can be a little bit more flexible if you're willing to take into account the fact that as long as you're co-locating at the constraint, that's solving the problem, and now you have more tools in your toolkit, inclu…”
Dana Guernsey Oct 2, 2025 ▶ 32:59 The new wave of DERs
NO PRIORS Prediction Not checkable as stated
Garman predicts liquid cooling will make on-prem AI clusters too difficult
“Increasingly, I think that's going to get harder and harder as you move to liquid cooling and larger clusters”
Matt Garman Aug 29, 2024 ▶ 15:19 No Priors Ep. 78 | With AWS CEO Matt Garman
NO PRIORS Opinion
Davis: Current AI cloud is basically co-location, not real cloud
“I think current AI cloud is not cloud in the originally intended sense by any means. [627] Jared Quincy Davis: so we should pull on that thread, but I'd say right now it's basically co-location. [631] Jared Quincy Davis: Yeah, it's basically co-location, right…”
Jared Quincy Davis Aug 22, 2024 ▶ 10:23 No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis

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