Andrew Feldman
speaker
226 appearances
4 recordings
1 series
first heard May 2026
last heard 24 Jul
Andrew Feldman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
We we beat margin uh consensus substantially and then we guided for full year the gross margins would be ten percent better than planned.
We also shared that in q two and q three.
We we would go back to to some of our customers and we would rent back gear that we'd sold them to try and keep up with demand.
And that would have a margin impact on the order of ten or fifteen points.
We did that to to keep our customers
close to be sure we could keep up with their extraordinary demand for for our product, for fast inference.
And so uh th that that was the the the story.
Um
on every metric we put out
Yeah, I I think uh capacity is uh the the largest constraint right now for everyone.
Data centers are.
And we've uh
significantly increased our our our ability and our pipeline for data centers, which is now uh very large.
Um you know we announced a uh a data center partnership with Bell Canada for 120 megawatts.
That will be delivered in twenty twenty seven.
Um we are pursuing data centers across the US, in Canada, in Europe
up in the Middle East, um there are
All the the the vast resources that that we have uh now at our disposal give us tremendous advantage in in the pursuit of of this, the limiting factor data centers.
No, that that's the irony of this market, that that the the AI market is is moving at blistering speed and we are being constrained by data centers which move at the speed of real estate.
And so uh that is a problem that is being confronted by by everybody in the category, um, by the hyperscalers, by the neo clouds, by uh the the new generation clouds, everybody is
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