Daniel Roberts
speaker
294 appearances
2 recordings
2 series
first heard Mar 2026
last heard 23 Mar
Daniel Roberts’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.
Appearances
Love the analogy.
Look, to various degrees, it is.
They're promoting their products.
They're trying to tie up data center capacity.
So yes, there's multiple silicon looking for homes.
I think it's fair to say NVIDIA has a massive head start.
The ecosystem they've incubated, the standards that they're set in.
So I would say the safest pathway to build out at scale early is to follow the NVIDIA roadmaps.
But absolutely, over time, we are seeing these chips emerge.
Yeah, I mean, the breakthroughs we're seeing in software, the way it's distributing power to every man and woman in every house, and their ability to code and use products like OpenCore,
the generation of demand and appetite for computers at a local level all the way through to these mega data centers, it's absolutely real.
And as we see the emergence of agents using more and more, as we see autonomous vehicles and other automation, robotics, it's absolutely going to compound.
I think you have to.
I think the reality is it's going to take a decade, a bit longer by the time big projects can come into commissioning.
But now is the time to start that conversation, put in place policies, mobilize capital and start that ball rolling.
No, not at the moment.
Feels like it.
Well, I think it just opens up the market and enhances the US's competitive advantage in this space.
Like AI is inevitable.
Robotics is inevitable.
Showing 101–120 of 294 · page 6 of 15
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