Steady-State Mix of First- and Third-Party

AI demand is scaling and infrastructure complexity is rising. Vultr CEO JJ Kardwell returns to the Bloomberg Intelligence Tech Disruptors podcast with an update on the market’s AI cloud demand. He spoke to BI tech analyst Woo Jin Ho about production AI workloads, GPU utilization and lifecycle economics, global data-center strategy, supply-chain constraints and capital discipline, as well as outlining how privately held Vultr is positioning for durable growth in the industry’s next phase.