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 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
I think
Many sort of geopolitical regions are reflecting back what happened in previous big tech cycles.
And wherever the technology is built and whoever controls the underlying assets has a tremendous amount of power of shaping regulation, shaping how this technology is being used, and also puts themselves in a position then for the next wave that comes out of that.
And you know, was the industrial revolution, having oil was important and now having data centers.
Right.
is important.
And so I think it's a very exciting development.
percentage?
Pretty much, yeah.
It's a very recent phenomenon.
shift.
I think
We're also seeing a specialization, right?
The kind of data center you build for a classic CPU-centric workload and what you build for a high-density AI data center look very different.
You need liquid cooling to the rack.
You need very different energy supply.
You want close to a power plant.
You want to lock in that energy supply early on.
And then we're also seeing a change, I think, in the consumer behavior.
Where classically you want a very full stack that has lots of services that helps the enterprise build all the
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