Rafael Francis
speaker
248 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Rafael Francis’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
Yeah, thanks, Drew.
And I just want to say it's good to be here.
It's my first time on the podcast, but I've certainly enjoyed and appreciated your content over the years.
Thank you.
Good to be here.
So, yeah, before I get into the details of inference, just to set a little bit of context.
So, you know, Sienna, as a company, we offer solutions to service providers, hyperscalers,
neo-scalers, what we call neo-scalers.
Others refer to them as neo-cloud providers.
And so these all play a role in the whole ecosystem behind AI-driven investments that are happening in networks.
So, you know, we have kind of a front row seat and we have this distinctive view in that we operate at the intersection of IP routing and coherent optics and software control of all this.
So they all...
kind of play a role in what's happening in AI investments.
And inference is really where a lot of the focus is now placed.
You know, to this point, there's been a lot of investment in the training of these AI models, the race to build the best models, you know, investing in AI data centers, GPU clusters, in what we call the scale up, scale out, and scale across parts of these networks.
But really, it's this next, you know, those we refer to as the AI factories, if you will, right?
The building of these LLMs.
But this next wave or phase of investment is really, okay, how do you monetize all that investment, right?
So a lot of money being spent, hundreds of billions of dollars annually, as you know.
And so now how do you monetize that?
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