Renen Hallak

speaker

289 appearances 1 recordings 1 series first heard May 2026 last heard 19 May

Renen Hallak’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Yes.

Yeah.

And I think Jensen is doing that very well.

When you grow on this exponential curve, then it happens.

It's wild.

I've been talking to a lot of people today.

Today is the first day of GTC about just how much capacity

I think we need to become better at building things, building physical things.

For the last 50 years, we've been better and better at building software and not at building physical infrastructure.

This is the time for us to figure that out.

Yes.

If you look at our customer base today, more than two-thirds of the logos are enterprises.

Yes.

They're relatively more small.

Yeah, because the scale is so much larger than some of those neoclouds.

And because the enterprises started later with us and it's a land and expand type motion.

Yes.

but definitely we're seeing AI move into production environments within the enterprise.

They need it to be simple.

They need it to be secure.

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