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

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Uplink: AI, Data Center, and Cloud Innovation Podcast · Storage For The AI Tidal Wave · 19 May 2026 podcast

That wasn't even clear.

No.

But today we have clusters of half a million GPUs and they need very fast parallel access to all of this data.

Yeah.

I think we were very, very lucky to start when we did because on one hand we could see this revolution begin.

And so we architected for it.

On the other hand, we were, um, a little bit ahead of when the actual revolution happened.

And so we were ready.

Yes.

I'm not a surfer, so I can give those analogies, but I'm sure you're a lot better than that.

There's a big wave that's coming.

I think Jensen framed it very well a couple months ago when he was in Davos when he said it's a five-layer cake.

Yeah.

And it's a new stack.

All of the parts of that new stack need to be redone.

And that's what, A, is enabling these neoclouds to succeed because they're building from the ground up.

They're building a new stack.

Yeah.

New power, new chips, new software, putting the models on top and enabling training and inference and fine tuning in ways that the old clouds aren't able to do this quickly.

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