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
Uh but generally speaking, I'd say um it's uh more of a farming farming Yeah, my little my little brother
Yeah, so Lambda is an AI cloud.
It's a
essentially really massive GPU cluster that all kinds of startups and hyperscalers use.
Um we've both
Sort of taken
D invested a ton of work.
Around a billion dollars worth of GPUs that we've deployed.
Um, and we've invested, you know, at this point probably around a hundred million dollars into the virtualization software that allows us to essentially take that massive cluster of GPUs.
So you can imagine taking a cluster, let's say sixteen thousand GPUs.
And you can sort of dynamically partition it and hand out little slices to people uh you know, on a f as as little as a fifteen minute uh basis.
And the the it's it's it's it's quite different from let's say
a bare metal cloud where you need to sign a three year contract.
Um we've we've basically implemented all this virtualization software that lets you hotel on and off of it.
Sure.
Um while still, you know, maintaining high speed InfiniBand intercambi.
dollars for Jensen.
I don't think that there's anything that's competitive with NVIDIA right now.
Um what you just see in the customer demand is in you know, total and utter NVIDIA supremacy.
Yeah.
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