Craig S. Smith

speaker

2,710 appearances 22 recordings 1 series first heard Jun 2026 last heard 3 Sep

Craig S. Smith’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 — 22 in all, peaking in Jul 2026 with 10.

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Uh and you guys are are uh a player in that space. matched

I think I told you last time I talked periodically to Andrew Feldman at Cerebrus, to Rodrigo Liang at Sembonova. matched

I haven't spoken to Brock. matched

If I'm not mistaken, those you and those three are the primary players in this new uh matched

inference ship space or maybe not. matched

I mean, if you could matched

Give me uh an overview on what you guys are doing and how you're differentiating. matched

Scale up meaning manufacturing, matched

Yeah, let me ask because a hyperscaler they have their own racks. matched

Yeah. matched

And you were selling uh previously uh matched

uh packages or matched

Cards, yeah. matched

Cards. matched

Cards packaged into uh as I recall, two cards in a in a what do you call the unit? matched

Yeah. matched

Trays and cards, okay. matched

And then the hyperscaler, if they were going to have uh D matrix cluster, they'd buy a bunch of those uh matched

cards or b uh and th and they would slot them into their racks. matched

What's the advantage of you having your own racks? matched

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