Zac Smith

We can go into a pretend world?

We can go into a pretend world?

Yeah.

Yeah.

I don't have my crystal ball, but I do attempt to do what I refer to as the 10-year thing, which is I just try and think out 10 years, which is super scary because it's like 2035 almost. that sounds really scary to me but you know you just try and like stretch your brain and be like all right well 10 years ago was 2014 15 okay so you know kubernetes didn't exist and

I don't have my crystal ball, but I do attempt to do what I refer to as the 10-year thing, which is I just try and think out 10 years, which is super scary because it's like 2035 almost. that sounds really scary to me but you know you just try and like stretch your brain and be like all right well 10 years ago was 2014 15 okay so you know kubernetes didn't exist and

Software was hard and VMware was ruling the world. And, you know, it was pretty different. GPUs, that was just for gamers. And, you know, data centers were a bad business, right? And like, you know, all this stuff. And so I think 10 years from now, probably pretty different. So how do I stretch my brain? to think about that and imagine.

Software was hard and VMware was ruling the world. And, you know, it was pretty different. GPUs, that was just for gamers. And, you know, data centers were a bad business, right? And like, you know, all this stuff. And so I think 10 years from now, probably pretty different. So how do I stretch my brain? to think about that and imagine.

And frankly, that's one of the things I love about not working right now, kind of taking some time off because you have nothing else to fill your head. So you do a lot of daydreaming and thinking about whatever. And so as it pertains to infrastructure, I daydream about a few things.

And frankly, that's one of the things I love about not working right now, kind of taking some time off because you have nothing else to fill your head. So you do a lot of daydreaming and thinking about whatever. And so as it pertains to infrastructure, I daydream about a few things.

One is that I daydream that our digital infrastructure is like a core pillar, if not the catalyst for our energy transition. Instead of a consumer of energy and resources, it's a catalyst and transitionary, almost like policy for that.

One is that I daydream that our digital infrastructure is like a core pillar, if not the catalyst for our energy transition. Instead of a consumer of energy and resources, it's a catalyst and transitionary, almost like policy for that.

So I'd really love, I think the amount of money, dollars, interest, and the type of customers, creditworthy customers who consume the vast majority of digital infrastructure means we have this massive opportunity. I think we've started to see it like what Microsoft did with Three Mile Island a couple of weeks ago with Constellation Energy, what Google's doing with SMRs, the amount of

So I'd really love, I think the amount of money, dollars, interest, and the type of customers, creditworthy customers who consume the vast majority of digital infrastructure means we have this massive opportunity. I think we've started to see it like what Microsoft did with Three Mile Island a couple of weeks ago with Constellation Energy, what Google's doing with SMRs, the amount of

what Evol's doing over at ECL on hydrogen-based data centers, these can be baseline load for extremely expensive long-term energy transition investments that we can't make otherwise. They'll just take so long because we won't have a clear customer. We won't have a clear demand driver. It won't be as urgent. And I love the idea of this phase of

what Evol's doing over at ECL on hydrogen-based data centers, these can be baseline load for extremely expensive long-term energy transition investments that we can't make otherwise. They'll just take so long because we won't have a clear customer. We won't have a clear demand driver. It won't be as urgent. And I love the idea of this phase of

power hungry you know intensive energy driven applications driving positive change in our society versus just adding to the problem of using all the power using all the grids using all the stuff right driving up the price so that's one thing i daydream about because i certainly would like to live in that and be part of that versus be like

power hungry you know intensive energy driven applications driving positive change in our society versus just adding to the problem of using all the power using all the grids using all the stuff right driving up the price so that's one thing i daydream about because i certainly would like to live in that and be part of that versus be like

the data centers that sucked up all the energy so that we couldn't transition other parts of our economy to carbon neutral or zero carbon. So that's one. The other is that I think we'll see a radically different OEM. I think OEMs are Sorry, I love the Dells and HPs and Ciscos. I think the OEM model has to change. That is going to be so radically different.

the data centers that sucked up all the energy so that we couldn't transition other parts of our economy to carbon neutral or zero carbon. So that's one. The other is that I think we'll see a radically different OEM. I think OEMs are Sorry, I love the Dells and HPs and Ciscos. I think the OEM model has to change. That is going to be so radically different.