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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Apr 2026 with 2.
Appearances
It's beginning to work its way in from the fringe of organizations into the core of what they do.
And you can see that every day in the amount of inference compute that is being driven through our infrastructure layer, which is just massive.
I always think of inference as the monetization of the investment in artificial intelligence.
So when we see our compute being used to stand up the massive scale of inference that's hitting our compute every day, and like, you know, inference is when people ask the model a question,
it comes back with an answer, that's an inference.
Or when you ask the model a question and then to go do something, that's inference, right?
And that's actually where you have the opportunity to really drive value outside of the model itself, but into the real world.
And
That's really exciting for us.
That's what we like to watch.
That's what I like to watch in terms of gauging the health.
What chips are those?
So really, we are the tip of the spear in bringing the new architecture out of NVIDIA into commercial production at scale.
And so when we were the first ones to bring the H100s at scale, we were the first ones to bring the H200s at scale, first ones with the GB200s, and now you've got the GB300s.
And one of the things that's amazing and really fascinating for us is people are using the bleeding edge GPUs to train models.
as the new architectures come out.
And then they take those GPUs and they move them into different experiments.
And then over time, they move them into inference.
And they continue to use them in inference for a very, very long time.
So my take on the GPU depreciation debate is that it's nonsense.
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