Ivan Burazin
speaker
915 appearances
1 recordings
1 series
first heard May 2026
last heard 21 May
Ivan Burazin’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 — 1 in all, peaking in May 2026 with 1.
Appearances
Like essentially what we think about is like the GPU sandbox.
So if you think of like, if you have a GPU in your computer, that is what you have a GPU in the sandbox.
So there are workloads that do need GPUs.
Again, I always go back to 3D rendering because it's the easiest one to comprehend.
But like, if you want to do any type of RL on like CAD or something like that, you will need a GPU in the sandbox.
And so that's coming out as well.
How about own data centers?
own data center.
So we run on co location providers, bare metal machines, data centers, we technically can run on that or our own data center, like that's how we architected it.
Today, from a gross profit margin perspective, doesn't make sense for us to get in that you have to raise a large amount of capital, a large amount of risk for like single digit percentage points.
So today, that doesn't make sense.
But we are fundamentally architected so that we can do that if we want.
It's an insane number.
I'm sort of scared to say it out loud.
So it's very big.
Just the sandbox market, and we talked about this in general, the entire infrastructure market is growing 40% plus or minus month over month.
Everyone is growing 40% month over month.
And that's also a hot take.
It's like, if you're not growing 40%-ish,
it's not that age is just the market, you might as well, you don't have to come to work, you'll grow that amount, basically, I'm half kidding, but you know, that that's where it's going.
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