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
But to be fair,
If somebody had a viable competitor, which would even be marginally cost-competitive, if my guess is many of the big consumers of GPUs would immediately shift some revenue there just to have a number two, right?
Well, that's AMD today, right?
And Microsoft stopped.
There's still pretty limited traction, though, right?
Isn't this to some degree also coupled to their unwillingness to sell them to a broader ecosystem?
I mean, if they want to be confined in their own data centers and they're, you know, didn't ramp data center build out for their own, for their own sort of hypersensitivity cases quickly enough, right?
Then yes, that constrains them, right?
If they were on the open market, would we still be constrained?
Jensen likes them as well, to be fair.
So what's the end game for data centers?
I mean, we need more power, we need more cooling.
Will at the end, all data centers will be next to a nuclear reactor or lots of solar, you know, next to a deep level, like deep seawater that we use for cooling or something like that?
It's like 5%, 10% savings, but then like... It's easier to get the water out of the ocean then than put the data center into the ocean.
Well, the magnitude too, right?
Like it's going to be... It's just a total worldwide energy consumption.
AI data is still... It's like, yeah.
It's a fraction of a percent.
Of our electricity.
In terms of energy, that's even a smaller fraction, right?
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