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colocation

also referred to as: co-location

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Aug 22, 2024 by Jared Quincy Davis · across every show →

Everything said about colocation, oldest first

Aug 22, 2024 negative
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
Aug 29, 2024 bearish
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
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