Stephen Balaban
speaker
657 appearances
4 recordings
1 series
first heard May 2025
last heard 31 Aug
Stephen Balaban’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 — 3 in all, peaking in Aug 2026 with 1.
Appearances
Um we
I I think that what we're aiming to do long term
із
Kind of build this
Almost like Tesla for AI infrastructure, where we kind of look at this as like a similar build-out that you would expect from the like electrification of the United States or the railroad.
And like a degree of vertical integration, we believe is going to be in the future for us and is like the right direction.
And that that that goes from everything from you know energy procurement and construction, because I think a lot more of this stuff.
Is going to have to be behind the meter power plants to actual construction and design of data centers that can sort of rapidly adapt to.
the changing chips that go in, right?
Because the the rack densities and the the the movement from air cooled to liquid cooling that we're we're really pioneering alongside NVIDIA.
These are all examples of use of funds.
And
It's it's exciting because you we we gotta kind of make good investment decisions that are really sort of IRR-based in an almost industrial.
way, which I think is unique.
from a a company building perspective.
And it's a it's an honor to be able to do that.
So so the
The mix and the main driver over the next five years, we believe will likely be mostly on the inference side.
If you look at some of the financial models that have either leaked or otherwise been published around what OpenAI thinks they're gonna be spending, it looks to be about fifty percent.
on training and then fifty percent on inference growing towards
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