Chase Lochmiller

speaker
453 appearances 4 recordings 1 series first heard May 2025 last heard 17 Sep

Chase Lochmiller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

Appearances

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So I think it has like a you know positive force that, you know, high frequency trading doesn't in that regard.
Um, that being said, you know, I I do see like hosting of
you know, hosting of more uh widely used open source models to be something that will commoditize over the course of time and you know things like speed, cost and you know, a bunch of different tricks to optimize performance.
are definitely gonna be instrumental in um, you know, providing a great market product to the marketplace.
Look, I think it's both is the answer.
Uh, you know, we're definitely like riding the, you know, NVIDIA roadmap curve to like, you know, better, more performant you know, chips that um we're able to drive down our you know dollar per flop uh by just kind of you know continuing to grow and build on, you know, a lot of the innovations that are taking place in the silicon companies.
Um but certainly there's a lot of low level software optimizations in term and as Alan like frankly put it, you know, I think there's this massive opportunity to kind of have this, you know, uh
VMware for for for memory where you know that ultimately is this critical piece of the stack.
To to produce valuable results from these chips.
Amazing.
The Glazonator of three thousand.
Uh things are good.
Things are busy.
Uh turns out uh you know AI needs a lot of power and uh uh a lot all these chips need a lot of data center capacity.
So um what we announced last week was uh you know the completion of funding for um the expansion of uh our our facility in Abilene, Texas.
Um that's gonna consume a total of 1.2 gigawatts of of total power capacity.
Uh and and that funding uh we we did in partnership with uh uh Blue Owl Capital.
Um so the total funding is is about fifteen billion in in total capacity uh to build out
Yeah.
I feel like I left the the vibes investors, you know, uh behind you know a a long time ago.
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