hyperscaler

“The way we structure our cloud is by combining data centers around the world instead of you know we are today not located in hyperscalers. We have built a footprint of you know, AI supercomputers in this sort of a disaggregated, decentralized manner.”

“My intuition is that the hyperscalers are probably going to lose a lot of money, and they know they're going to lose a lot of money on reselling NVIDIA GPUs at least.”

“If they launched their own core weave, then it would make it much harder for them to sell to the hyperscalers.”

“We were doing work with, we're doing work with one of the hyperscalers and for a product they have, and they said, look, we used your system and it didn't make us that much faster. And so we said, well, that's a surprise because we're 20, 25 times faster on th…”

“I think moats are as shallow as they've ever been, right? Because how fast things are moving, the size of the numbers that are being thrown around now, right? It's hundreds of billions of dollars for each major hyperscaler. The size of the numbers are so large…”

“The hyperscalers and the, you know, the biggest the biggest AI labs are buying 95 plus percent of it, right? And then you kind of have the startups, like, fighting over the scraps.”