Rob Wachen
speaker
529 appearances
1 recordings
1 series
first heard Jun 2026
last heard 30 Jun
Rob Wachen’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 Jun 2026 with 1.
Appearances
Pay them extra?
Do you still do that?
The invisible hand does wonders.
I mean, hey, it works for me, too.
We're both there.
One of the things that matters a ton is power availability and time to power.
And the problem is the more power you want, the more shortage there is.
It's actually very similar to chip clusters, which is like, why is Colossus charging $12 an hour for Blackwell's?
It's because they're the only place you can buy 20,000 of them at once, right?
Why is the 500 megawatt data center so hard to find?
It's the exact same reason.
One of the things we need to think about is how do we get way more juice out of each megawatt?
People are looking throughout the entire stack, whether it's just improving the PUE, but also entirely new hardware to get the most tokens per megawatt to solve this problem.
But fundamentally, building new buildings is hard.
It's much easier to go from 100 megawatts to a gigawatt than from a gigawatt to 10 and 10 to 100.
And we are pushing the limits of what's possible on these timelines.
So there is a lot of people trying to scale in their data centers as much as trying to scale them out.
Here's how customers think about deploying models generally, which is when I'm building a data center or I'm building a cluster, it's not like in the abstract of like, oh, I like these chips and like, yeah, this is the power footprint and so forth.
It's like, I have a real production workload I'm trying to serve.
And for my product to be useful, there's a certain speed I need to serve for that.
Showing 261–280 of 529 · page 14 of 27
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