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
the amperes.
And so they keep buying any GPUs that we have available.
And once again, the concept that a GPU is no longer relevant or commercially viable after 16 more, 18 months or two years.
Yeah, that's farcical.
Yeah.
One of the things is like, you know, the industry has gotten so much attention for the unprecedented scale of capital that is coming to bear on this.
And because of that, there tends to be an incredible focus on
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...
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
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.
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.
I'm not making it up.
That's what everybody's using.
Yeah.
Or it could be sent someplace else where they have more capacity when they can repurpose it there.
I kind of feel like we'll deal with that part of the business when we get there.
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