Michael Intrator

And because of that, there tends to be an incredible focus on

the companies that are building on these most advanced chipsets.

the companies that are building on these most advanced chipsets.

And the truth of the matter is, even within those companies, they have a long tail of useful life to provide inference, horsepower, to work on other experiments, to do...

And the truth of the matter is, even within those companies, they have a long tail of useful life to provide inference, horsepower, to work on other experiments, to do...

less bleeding edge activity, but still needs to be done.

less bleeding edge activity, but still needs to be done.

My expectation is obsolescence will be defined by the moment in time where the power in the data center

My expectation is obsolescence will be defined by the moment in time where the power in the data center

for me, will be able to be repurposed for a higher margin than the existing infrastructure provides.

for me, will be able to be repurposed for a higher margin than the existing infrastructure provides.

And like I said, I fully expect this infrastructure to last in excess of six years.

And like I said, I fully expect this infrastructure to last in excess of six years.

But the standard in the space has really been used with one exception, which is Amazon, which is, yeah, it's six years.

But the standard in the space has really been used with one exception, which is Amazon, which is, yeah, it's six years.

That seems like the right schedule.

That seems like the right schedule.

I'm not making it up.

I'm not making it up.

That's what everybody's using.