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

But you still need to have the rack scale engineers.

Now that whole process has been accelerated is all I'm saying.

It's like the deployment process has just got accelerated because of what we talked about earlier in the conversation, which is

the low latency computing opportunity has exploded on us and we have a solution that's well suited

So that whole process of taking our solution from where it is today to deploying it in a data center, whether it's a sovereign data center or a hyperscale data, it doesn't matter.

We need to have the rack scale people at RN, the system scale people at RN who can accelerate the process of deploying the product, and that is what the gear are.

Right.

Uh not everyone.

Not everyone because um uh I would say

Depending on your business model, right?

I think in our case our business model was um and I'm assuming your question is uh is every other chip company looking to acquire Rackscale expertise?

The answer to that is yes.

I would say pretty much every company is looking to acquire, but not every company is looking to build

or partner the way we build our partner, right?

I think uh you know a lot of the other companies that you mentioned earlier, they're building their own racks.

I mean, uh in many cases, they sell the whole they sell a rack.

They sell their unit of sale is a rack.

In our case, the unit of sale is still a card or a tray.

Uh we partner with uh you know folks like Supermicro who would then sell the rack.

Right.

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