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Brandon McBee

๐Ÿ‘ค Speaker
302 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

If you recall, Hopper,

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

came before Blackwell.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

Hopper, you could deploy these 42U racks, which was typically like eight GPUs in a server case.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

You would take it, plug it in, largely air-cooled as well, right?

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

We ran some liquid cooling just so we understood the requirements of liquid cooling because Blackwell, for our deployments, is overwhelmingly liquid-cooled.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

in its deployment configuration, and instead of eight GPUs in a 42U configuration, it's in this larger 72 GPU rack.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

It's like an entire chassis that's being brought in, and it just looks entirely different in the data center.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

It's like this giant tower thing that you've seen in pictures floating around on apps.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

So Vera Rubin will be the next architecture that comes out.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

And we've started receiving testing racks for Vera Rubin.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

Yes.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

Yeah, I think that's kind of where you're getting to with it.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

But that doesn't necessarily mean, going back to the point earlier, that everyone only wants the latest generation of GPU, right?

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

We have massive demand for Ampere, Hopper, Blackwell, etc.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

And it just varies by use case, model.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

And type of client as well.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

Like I would qualify that AI labs are probably the ones who are lining up first to secure access to the latest generation GPUs.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

Whereas enterprise clients might be very focused on current generation, right?

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

Like Hopper and Blackwell right now.

Odd Lots
How CoreWeave Sees the Market for Compute Right Now

What we could offer is what we hear from our clients on that.