cloud compute
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Stephen Balaban · across every show →
Everything said about cloud compute, oldest first
Jun 18, 2026 bullish
Balaban: AI cloud compute is not a commodity service
“The big thing is that cloud compute is not a commodity service. It is a very complicated, highly vertically integrated type of service that spans everything from land, land entitlement, Construction, HPC, high performance computing design, software, virtualiza…”