Guido Appenzeller

speaker

1,314 appearances 8 recordings 1 series first heard May 2025 last heard 15 Jul

Guido Appenzeller’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 — 4 in all, peaking in Jul 2026 with 1.

Appearances

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The a16z Show · Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China · 22 Sep 2025 podcast

Is that the right type of data center capacity?

Like for the high density AI build outs today, you need, you know, massively more cooling, you need to have enough water close by, you need to have enough power close by.

Is is that is it in the right place or is it is it the wrong type of thing?

Uh you can build, right?

My question was more like, look, uh I may need a major river close by for cooling at this point, right?

Uh it's in many areas I just can't get enough water.

And you know, it's probably power in the same region.

There's two gigawatt scale sites that they

I think from three

four definitely did change, right?

Yeah, I mean to find architectural change.

You know, the at a high level, like the the primitives are more or less the same uh across the last couple of generations.

Yeah.

Isn't another angle here?

I mean, open AI and Microsoft where as of BFFs and and now they're filed to voice papers and they just want to diversify and then that's pushing them away to towards other providers.

Yeah.

So so

I I don't th uh you know the the regulations all future data centers uh you know built in places where multiple states meet.

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