Bill Kosik
speaker
138 appearances
1 recordings
1 series
first heard May 2026
last heard 21 May
Bill Kosik’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 — 1 in all, peaking in May 2026 with 1.
Appearances
So it's a very, the speed of market is quicker knowing that these layouts and this equipment is already kind of in the public.
So that's one thing that I think is very different than what I've seen.
Yeah, I mean, you know, not to be, you know, someone who's doom and gloom, but I mean, I really think at some point this kind of race or whatever is either going to slow down or stop.
Um, that's not based on any, you know,
kind of detailed kind of financial modeling.
It's just my guess on that.
But yeah, I mean, there is so much put into that, you know, that one chip and how we build like racks and data centers and all that at the end of the day might not necessarily be applicable to other types of computing.
So yeah, I mean, in a way, I haven't thought of that one.
I would say for sure that could get market, you know, market, you know, demands, all that stuff.
I mean, you know, look, I can look back.
One of the kind of things back in the day was enterprise data centers.
That was like the gold standard of engineering and power for these, you know,
uh banking you know retail financial all that kind of stuff and and they needed that for many reasons but when you look at that you know those facilities are still out there but that that kind of uh need or or kind of must have is nearly not there and if it is it's you know kind of more focused on you know whatever security exchange commission or some reliability issues so i i i think that is that in itself was
kind of the beginning of kind of you know co-location and co-location for very high density data centers and then kind of moving up to where we are today with the hyperscalers or building you know these massive data centers yeah yeah and i think data governance i think has been a very much spoken about topic in the news especially in terms of political divisions globally but
One thing, I personally have not been involved, but I know a lot of these Tier 4 data centers are now being retrofitted for small-scale cloud AI or whatever.
We're seeing, like you're saying, the massive amounts of applications, but there are plenty of other applications.
customers out there that have a much smaller footprint and probably going to proliferate more on that scale versus like this gargantuan scale, which is more, like you're saying, niche or kind of a, not one-off, but it's hard to replicate a data center like that.
um base the whole industry around somebody that's kind of pushing for that particular type of uh replication again and you know and maybe the ai factories are you know the new supercomputing facilities you know so done a lot of work on supercomputing facility and they're they're merging in terms of you know how they're
judge and, and, uh, performance and output and still different in what their goals are.
But, you know, so maybe like you're saying, maybe these, uh, large facilities end up being kind of, yeah, a purpose built, you know, one, you know, one of a kind so much to solve like certain problems.
Showing 81–100 of 138 · page 5 of 7
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