Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’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 — 1 in all, peaking in Jun 2026 with 1.

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I have a reasonable valuation agent.

I have an acceleration chart agent.

I have all these different agents internally that sit in Codex.

I have two great days on my data team, Albert and John, constantly building me new tools to throw into my agent and accelerate me.

And every time...

They build me a new tool to go use in Codex.

They throw data in Snowflake, right?

Going back to some software that's in the data path, in the token path, they throw it in Snowflake.

Codex taps into Snowflake, and then the CPU usage starts running.

It starts spinning.

And that CPU usage is usually x86, AMD, or Intel.

And so that's why you see such strong demand for CPUs.

Honestly, I think the market's going to be so big that they can all do well.

The CPU market in the data center has been $25 billion for a while.

And I think we're going to a world where it's $125 billion, right?

Yeah, but what I would say about NVIDIA, the way to think about NVIDIA is not as a chip company, but a systems company.

So it's not just GPUs.

It's not just CPUs.

It's not just networking.

It's how they all work together.

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