Aaron Delp and Brian Gracely discuss the possibility of another major cloud provider emerging as the economy changes and new application workloads begin to take shape.

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SHOW NOTES:

• Microsoft hiring to build small reactors near data centers
• The economic case for Generative AI (a16z)
• AWS invests (up to) $4B in Anthropic
• NVIDIA DGX Cloud
• NVIDIA’s new computing model (Acquired podcast)

Topic 1 - Do you remember back when AWS was starting to take off, and Simon Wardley used to talk about how IBM or HP or Cisco or EMC/VMware should have been the ones building the utility cloud services?

Topic 2 - We’re now at a stage when all anyone can talk about is AI (Generative AI, LLMs, etc.) and GPUs. So which one is more powerful, the Models/Data or the Infrastructure?

Topic 3 - Is it possible that NVIDIA could start building their own cloud? Do they potentially want to own a more vertical experience?

Topic 4 - Obviously the buildout costs are enormous, but are they that much different from what the Big 3 are trying to do in retrofitting existing data centers, or hiring to build their own mini-Nuclear reactors?

Topic 5 - Who could potentially be a partner to NVIDIA in building out this type of cloud in the near-term? (Equinix, national governments, cities-of-the-future, sovereign wealth funds, etc.)

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