Glenn Dekheyser

There's the price of the super pod, but then there's also the price of the liquid cooling to bring that to bear, which is not zero by any stretch.

It does increase a bit, and people aren't ready for that.

They're also not ready for the operations of that and the ongoing cost of that.

So I think some of that's going to drive Neocloud, but I think you'll see Equinix provide solutions that will accommodate customers that do want this.

And like I said, we'll have the solutions help them manage those things they don't want to manage or the service providers partners to manage and take those things off their plate that they don't want to be doing.

Mostly the physical stuff, the physical infrastructure stuff.

And so I think that's one of the things you're going to start seeing is you're going to start seeing people who never had an appreciation for the physical side of this world that we live in start to have a little bit more appreciation for it because it matters.

We never used to talk about power as much as we do today.

No one ever talked about water flow.

like they do today, both of those things are top of mind when you're talking about AI now, even if you're only doing inference.

So these are things I never talked about before I came to Equinix.

And even in the first year or two I was with Equinix, I didn't talk about it much because AI wasn't really being pushed yet.

Now all of a sudden it's all anybody wants to talk about.

It's amazing how well that's changed and it would be a really good idea for the storage practitioner to become somewhat fluent in these conversations because being the first step in that journey to AI puts you in a position where you're going to need to talk about this stuff and paint the picture of what this is going to look like going forward if you do things this way versus that way.

It's important for that storage guy.

You're in a driver's seat for the entire enterprise journey.

If you don't realize it, you are.

And so be ready for that conversation and make sure you're enabled on that.

A lot of people want the submersible stuff, right?

Or the immersible version of cooling.