The Reasoning Show Will a New Cloud Emerge?
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Sep 27, 2023 Discussing the possibility of another major cloud provider emerging, the hosts explore the changing dynamics of the cloud market and the challenges faced by large entities. They also delve into the power of AI and GPUs, the potential of NVIDIA building their own cloud, and the difficulties of building and training models in the cloud. The episode concludes with the hosts expressing gratitude to the guest and listeners.
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Wardley Argued Big Vendors Missed The Cloud Opportunity
- Simon Wardley argued established hardware and enterprise vendors should have built the utility cloud but didn't pivot away from legacy businesses.
- Hosts recall Wardley's rants from AWS's early days criticizing HP, IBM, VMware for missing the opportunity.
NVIDIA Has Already Built A New AI Data Center Architecture
- NVIDIA has been building a distinct high-performance computing architecture for over a decade focused on GPUs, memory, and ultra-fast interconnects.
- Hosts note DGX Cloud and custom racks, showing NVIDIA already operates specialized data center gear distinct from x86 norms.
AI Data Centers Will Reshape Power And Geography Requirements
- GPU-era data centers change power, cooling, and placement economics, potentially requiring new locations and energy approaches.
- Microsoft exploring small nuclear reactors underscores the scale of power needs for next-gen AI facilities.