GPU clusters

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 29, 2025 by Gavin Baker · across every show →

Everything said about GPU clusters, oldest first

Mar 29, 2025 bullish
Opinion
Baker: CoreWeave runs large GPU clusters as well as anyone
“And I do think core weave runs these big GPU clusters as well as anyone. And there aren't that many people on planet earth who can run them well.”
Gavin Baker Mar 29, 2025 ▶ 14:43 The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Jan 25, 2026
Insight
Lockmiller: Syncing massive AI GPU clusters causes extreme power draw fluctuations
“When you're deploying giant clusters of GPUs you know, the entire data center is acting as a single computer. It's running one single workload that's training some breakthrough foundational model. And what that results in is actually massive load fluctuations …”
Chase Lochmiller Jan 25, 2026 ▶ 1:52:49 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Mar 23, 2026 bullish
Insight
Intrator: Compute decommoditizes at scale as clusters grow for frontier AI models
“Computing decommoditizes its scale, right? Like, when, you know, anybody can run a GPU, but can you run a cluster that's large enough to train a model that can change the world?”
Michael Intrator Mar 23, 2026 ▶ 5:15 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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