Michael Intrator
speaker
665 appearances
5 recordings
4 series
first heard Nov 2025
last heard 10 Apr
Michael Intrator’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Apr 2026 with 2.
Appearances
What I know right now is it is extraordinarily profitable.
It's very creative to my company to continue to keep the infrastructure that's been up and running, that's been on these long-term contracts.
And as it rolls off, as it's been in use for five years, as it becomes available, I am still able to sell it at a higher price than it was at a year ago.
Look, I think of it as an affirmation of the business that we're in.
The fact that we are attracting competitors means that the business is healthy and there's a lot of people trying to deliver this service because the need for this infrastructure, the need to integrate the infrastructure into the software layers to deliver it to artificial intelligence, either at the model level or the inference level or the application level or whatever level of the five-layer cake that Jensen's
you know, focused on.
The fact that there are more people coming into this, it doesn't discourage me.
As far as getting access to the GPUs, we show up like everybody else with a, you know, we'd like to buy, here's a PO and we're ready to pay.
Does it really like that?
It really is.
Right.
Like, you know, he doesn't want to be in the position of playing favorites or like that.
That just seems like a bad place to be with your clients or auctioning them off.
Yeah.
So you imagine that would that that that'd be crazy.
Yeah.
I'm not sure that would be good for the long-term business.
No.
Yeah.
Yeah.
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