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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
That there are none of us, not us, not AMD, not Nvidia, that can keep up with the demand that your employees are driving.
And that's sort of, in a lot of ways, the opposite of a bubble.
Pretty good day, huh?
I I it's the biggest tech uh one of the biggest tech IPOs in history and and it's the biggest uh semi-IPO in history.
Uh we we couldn't be more proud.
Uh th this is the culmination of of a decade of work of countless uh late nights and long weekends.
We we are enormously proud and excited and and ready to to get back to work.
And uh start working on uh on the next on the next great thing.
Sure.
In the last four months, we announced a deal with OpenAI that's north of $20 billion for 750 megawatts of compute.
We also announced a major engagement with AWS, where our equipment would be deployed in their data centers.
That are in what used to be a big deal in the $10 to $50 million category.
And so there's just uh an extraordinary demand right now for fast inference.
We're the fastest, not by a little bit, but by more than an order of magnitude.
You know, we're 15 times faster than the next nearest competitor.
And as AI has become useful, everybody wants it to be fast.
Nobody wants to wait.
Sure, we we s we signed uh a binding term sheet with AWS as described in our our S1 and we're working through the the the master agreement.
Um I I think in dealing with organizations of that size, it takes a little time to dot all the the I's and cross the T's.
But we are extremely confident that they will be uh an enormous channel for us and a and a partner in delivering our technology.
Showing 161–180 of 226 · page 9 of 12
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