Matt Miller
speaker
2,275 appearances
66 recordings
6 series
first heard Oct 2024
last heard 10 Sep
Matt Miller’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 — 63 in all, peaking in Aug 2026 with 17.
Appearances
Hi, so we've seen Nvidia cut a number of these deals in the past where they're going out and they're working with other technology companies to try to speed up and improve the AI infrastructure that they're building out around the world.
They're of course selling their chips to the AI developers.
And in this case, they're partnering with Marvell, investing $2 billion, as you say, not a small amount, to be able to get more access to their technology, especially the photonics technology that they need to be able to connect chips.
NVIDIA, of course, has the best AI accelerators on the market, but increasingly they want to be able to connect those chips so it's not just one GPU but dozens of them or even scores of them, hundreds of them, to be able to work together to power these data centers more efficiently.
Marvell has excellent technology for that kind of networking.
They want to be able to use the photonics technology that they've been accumulating and developing over the years to speed up that process.
and also to make it more energy efficient.
As we've seen, data centers consume a tremendous amount of power, and if you can reduce that requirement even a little bit, you're gonna save yourself some money and some costs.
In terms of NVIDIA's power, we really saw it put to work with a property developer that got, what, $3.8 billion in funding even though nobody has really worked with them before.
What's the story there?
Yeah, this is a fascinating deal.
And you see the creative financing that is popping up around a lot of these AI development infrastructures.
You're talking about Trac Capital.
It was started by an entrepreneur, Grant Van Ruyen, who's done data centers before.
Certainly, they've done them.
But in this particular case, you're exactly right.
Trac has a deal with NVIDIA where they promise they're going to buy data center capacity in the future.
There's no revenue from this company at this point.
But Trac has set this up as a subsidiary.
So
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