Jordan Nanos

Mentioned in 1 episode

"Cerebras has become a NeoCloud. Groq — the remaining company after the Nvidia acquisition — is buying Nvidia GPUs and spinning up a NeoCloud. Others like SambaNova are doing this themselves."

Mentioned in 1 episode

"There are lots of crypto miners to unlock and there's also these legacy clouds that haven't gotten into GPUs. I'm thinking about Cloudflare — should be unlocked."

Mentioned in 1 episode

"We just saw Iron Mountain, the guys who do all the tape backup, they're going to do GPUs. All of these companies that have experience running data centers — why not run GPU data centers too?"

Mentioned in 1 episode

"Nebius has really capitalized on this middle tier of the market. They've also executed very well. The technology that they've developed is strong. We think that managed clusters are approaching this feature-complete world where it's hard to tell the difference in quality between Nebius and CoreWeave. Certainly our testing experience has been really solid on both of them."

Mentioned in 1 episode

"Groq, the remaining company after the Nvidia acquisition, is buying Nvidia GPUs and spinning up a NeoCloud. Others like SambaNova are doing this themselves."

Mentioned in 1 episode

"Some providers are going with non-standard networks. In other words, they don't buy the switches and the nics from Nvidia. Instead, they build them themselves. I'm looking at Amazon EFA as an example there."