Matt Garman
๐ค SpeakerAppearances Over Time
Podcast Appearances
You know, different parts of that, you know, at some points it's, you know, networking equipment.
At some point it's it's transistors, resistors or whatever it is.
And you look at the entire supply chain that is needed to ramp up at such a massive rate.
Never before has the technology industry ramped at the rate that we are right now.
And so there are always constraints.
And so it's not necessarily there is necessarily one constraint where it's like, wow, I can't get Nvidia chips.
We can get Nvidia chips.
And actually Jensen team have been incredibly supportive and great partners in helping us get capacity there.
It's not that you can't get power.
We're getting power all over the place, but it's just, we're ramping all of these places
in such rapid rates that always there's a constraint in that system.
And it'll change every month you ask me of what the current one is.
I don't think all of our customers are yet ready for that, but they're excited about it.
So, you know, I think it would definitely be an overstatement to say everybody's ready for it.
And part of that is because it is going to take change, right?
People are going to have to change how they think about work.
They're going to have to change their process flows.
They're going to have to change some of the things about how they get work done.