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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Eye On A.I. · Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix · 17 Aug 2026 podcast

You can explain what Rack Scale means.

Yeah, sure.

So Rack Scale is, you know, um, you know, you have you have um if you go into a data center, yeah, you know, you have these aisles or rows of of hardware, and uh the unit of uh compute deployment in that data center is typically

typically a rack, right?

And uh rack racks are then put together into what they call a cluster.

Then the clusters are kind of put together into, you know, so you know, into into, you know, eventually the multiple clusters will form a data center.

Um they have, you know, sub uh you can actually break it down into pods.

I mean, different people use different terms, right?

So there's racks and pods and clusters, and eventually you kind of scale up to the data center, right?

Uh so the unit well the unit of deployment in a data center is a rack.

Yep.

And uh these days I think just given how quickly AI computing is is uh

You know, the demand is just shooting, you know, through the roof.

So I think uh you meet lots of compute and the unit, everyone is is looking of compute deployment in terms of racks, right?

So I think you need to be in their own racks.

Uh in their own racks or even in data centers, right?

I mean, like you go talk to a customer, any customer, hyperscale customer or a neo cloud or

Or or or a Frontier Lab, and there's okay, how many racks of compute can you deploy?

How quickly?

That'll be the first question they ask you.

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