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 · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.
Appearances
Yeah.
So I think uh two things, right?
One is uh that model has not changed from our perspective from the point of view of the hyperscaler.
Keep in mind, even when we uh work with the hyperscalers or the big neo clouds who also tend to um uh buy trays and cards and will deploy uh their own racks, uh, you still need to understand rack scale.
As a company, we need to understand because we're talking to people at the other end who understand rack scale.
Scale or so you can't be like, look, we don't understand any rack scale, but you know, we leave it to you.
No, they they expect you to understand.
Uh we at the end of the day have to help them deploy our solutions into the RACs.
If anything goes wrong, we need to have rack scale people at our end who can help them.
I see.
So I think there's an expertise and a skill set gap that we are addressing with this in our company.
I see.
So that's one piece.
But then there is another type of customer that we're going after, which is more the sovereign customer.
Customers, longer term it'll be the enterprise customers who really want racks.
They want whole racks to be deployed.
Even there, we are partnering with uh Supermicro today to deploy those racks.
So it's not like we are gonna build our own rack, we're gonna have our partners build the racks, but somebody needs to spec out the rack, somebody needs to design the rack, and we would have to do that for our hardware.
Right.
And then Supermicro can go build it to spec.
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