Alex Heath
speaker
672 appearances
6 recordings
1 series
first heard Oct 2025
last heard 3 Sep
Alex Heath’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
But it's these things it's this the stuff that big you know, the big tech players are doing where they take the key talent from a lab, do a non exclusive IP license for the tech, 'cause they don't actually care about the tech, they care about the talent.
Uh and leave the kind of flaming husk, if you will, of like the thing left behind.
And I think Grocks in a little bit of a different spot because they have a pretty fast growing
um lucrative cloud AI inference business that they're going to continue to run.
And they've got a ton of GPUs.
And I think they'll have a lot of in inbound there because there is just still so much demand for that.
But yeah, Jonathan Ross, the founder and his kind of core technical team going over to NVIDIA to, you know, from my understanding, address what NVIDIA sees as a huge issue, which is, you know, it's its GPUs are very good for training.
But AI
Inference, which is running AI in the real world in production, right?
So when you prompt ChatGPT, that is doing AI inference, uh, they they're behind there.
Their latency is not very good.
Um, there's all these startups like Grok was spinning up to take that market.
And the workloads are moving to inference, they're moving to production.
All the things we were just talking about, Lenovo, the robots, that's all inference.
And so I think they see that as the next major wave for their business.
And
And Jonathan and the team there will help them fix those issues with latency for for inference.
But yeah, that deal was super unusual unusual.
I mean, I I reported in sources it happened in under 10 days.
Uh Jensen wired the money early.
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