“I can tell you that the level of complexity with GPUs and with AI infrastructure, given how latency sensitive and how you know, the number of parameters that you have to worry about is much, much an order of magnitude more complex.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Sharad Sanghi
Opinion
Sanghi: Hyperscalers are cookie-cutter and cannot customize solutions
“Hyperscalers have by the, Term hyperscale itself. They have huge scale. They are cookie cutter. They can't, they don't have, they can't customize solutions”
Sharad SanghiApr 11, 2025▶ 13:30Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
AssertionSupported
Sanghi: CoreWeave operates with close to 70% gross margins in the US
“So the leader in the space core weave in the U S has close to 70% gross margins.”
Sharad SanghiApr 11, 2025▶ 15:14Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
PredictionNot checkable as stated
Sanghi: India is behind on foundation models but will catch up soon
“I think when it comes to foundational models, maybe we are a little bit behind, but I think we'll catch up soon.”
Sharad SanghiApr 11, 2025▶ 18:30Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
PredictionNot checkable as stated
Sanghi: 2025 will see a major shift toward enterprise AI production workloads
“People are right now still doing experiments and very little is in production, but I think this year will be a shift where we'll see more production AI workloads. I think last year there was you know, more of experiments and less production, but I think this y…”
Sharad SanghiApr 11, 2025▶ 27:27Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
PredictionHeld up
Sanghi: AI data center rack power density will soon reach 130 kW
“I remember when we started net magic, our average density of rack was like six kilowatts per rack. Then it went to 10 kilowatts per hour, then went to 22 kilowatts per hour. Now it's at 40 kilowatts per hour and very soon it will go to 130 kilowatts per hour.”
Sharad SanghiApr 11, 2025▶ 29:28Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
PredictionOpen · timeframe Apr 2030
Sanghi: Data center total revenue is expected to quadruple in a few years
“Data centers are already growing at very high rates, you know, anywhere from 25 to 30% as per industry standards. They're expecting the data center Total turnover or total revenue of the data centers to, you know, literally quadruple in a few years, right?”
Sharad SanghiApr 11, 2025▶ 29:47Can Neysa be India's AI Cloud alternative to AWS, Azure & Google Cloud? | Sharad Sanghi
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