Cliff Weitzman

speaker

4,305 appearances 3 recordings 2 series first heard May 2026 last heard 5 Sep

Cliff Weitzman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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Expensive part of a delivery of a GPU is if it's late, I'm still paying rent for that data center space.

Now that GPU, and so you know, you put pressure on Pierre to send you the thing when he said he was going to send it to you.

And then you go to NVIDIA or Dell or whatever, and you're like, whoa, it's a market.

Hey, can I pay more to get it earlier?

Skip the queue.

Yeah, you can.

Cool.

Now there's a truck somewhere in the United States with a GPU whose value is the value of a house that's coming to my

Data center.

Well, I should have insurance from that, right?

Because if that truck gets hit or there's too much humidity or the GPU gets flipped, like I lost multiple houses worth of GPUs.

So okay, the insurance is really, really important.

And then also the value of the amortization is really, really important.

And it's like there's all these nuances of how to do the math through.

Then there's the cooling, right?

So like you're not only paying for the physical space and the networking and the energy, and the energy is the biggest constraint.

We'll talk about it in a second.

Well, how do you cool that thing?

Because you have a thing that's just like moving and moving, moving, and moving and moving.

Well, the thing that's like most new now is liquid cooling because air is just not enough.

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