Eric Chu
speaker
359 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Eric Chu’s voice in public audio — every appearance, attributed to the second.
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Appearances
And then that same command sent through the fiber network to the nearest, to the closest data center and then to a server in a data center.
Right.
You know, then all the data and this data gets processed, stored, and then most likely transmitted.
either to another data center or back to the network that your home, your office came from, right?
So that's one command.
Just imagine there's hundreds and thousands, if not billions of commands that's going on at the same time.
So all those things occur because of the infrastructure, data centers,
networks, towers, fiber network, all those have to be present in order for the AI sort of applications to be able to be executed.
So that's kind of the area that we have been focusing on.
And frankly, about 15 years of my professional career have been on the data centers, different various functions, different angles.
But in general, basic, basic sort of that's kind of what's really supporting the AI.
Yeah.
So, you know, AI, in my view, the most direct usage or functionality is
especially related to the investment world, is that it can help substantially increase productivity, or in other words, get things done, cut through data in a much, much quicker manner than it used to be.
I'll give you an example.
So about 10, about 15 years ago, when I was working at the investment bank, right, as a research analyst,
We used to cover about 20 companies.
And every single company, there's quarterly reports, there's SEC documents, SEC filings, annual filings, quarterly filings, and sometimes, you know, daily filings for events, right?
And we, as analysts, we have to spend days and days and weeks to research one idea, one company.
In order to put up, for example, to put together an industry deep dive, even 10, 20 pages, that used to take us about two, three weeks to do, right?
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