Sid Sheth

speaker

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

Like, okay, uh, D matrix, how many racks of compute can you deploy for me and how quickly?

Because then they can do the math in their head.

You know, one rack is about 100 kilowatts, you know, depending on you know, everybody has different ratings.

Sure.

Somebody has 50 kilowatt racks, somebody has 100 kilowatt racks, somebody has 150 kilowatt racks.

So depending on the customer, they can make the math, they can run the math very quickly because they're like, yeah, you know what?

Okay.

So D-matrix, you're telling me you can do like a hundred racks in three months or five months or whatever the number is.

100 racks times, you know, 100 kilowatts, this is the amount of power and this is the amount of compute.

capacity I need, which is measured in typically measured in terms of power.

So I so many megawatts of compute or so many kilowatts of compute or whatever.

Typically it's always megawatts.

Now we're talking gigawatts, right?

So they're kind of working backwards from there.

They say, okay, I need X gigawatts or X megawatts of compute that translates into X number of racks.

And so the de unit of deployment has become a rack.

And so I think rack scale is just, you know, our you know is is kind of very prevalent uh unit uh in terms of uh you know how quickly you can deploy compute.

Yeah.

And so that's that's really why we

We we had trays and uh cards, right?

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