Sid Sheth

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1,110 appearances 2 recordings 1 series first heard Aug 2026 last heard 17 Aug

Sid Sheth’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.

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And that typically means you have an architecture that puts compute and memory together in a way where you have uh order of magnitude more.

Memory bandwidth available to your compute than a GPU would have.

Right?

Because GPUs are based on HPM and they have a certain cap on the amount of memory bandwidth.

Solutions like Dmatrix, and you mentioned, you know, Grok and Cerebrus are the other, have architectures that allow

you know, compute to get access to uh very fast memory.

Uh and uh it's an order of magnitude faster than uh than uh HBM.

So so that is the breakaway category right now and D matrix falls into that breakaway category.

Um and uh because that category has exploded on us literally in the last few months, uh we're just trying to keep up.

And I think we need to scale up uh into that opportunity rapidly.

manufacturing, uh just delivering on product, deploying product faster, supporting product faster, you know, making more of our product.

All of these need to happen, bringing on more people to help, you know, support more customers.

All of this needs to happen simultaneously, and that is why we did this acquisition of a company called Viga Io.

which um allows us to scale into

uh you know, faster deployment of servers, faster deployment of racks.

We actually had started our rack scale journey uh last year, right?

Uh we announced the protocol Squad Rack.

In uh October of last year at OCP.

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