Will CSPs Be The New OPEC
cloud203016 Loka 2022

Will CSPs Be The New OPEC

What happens in the age of cloud scarcity, and are the major public clouds going to become our next OPEC, where they regulate and control prices to such a degree that they can float things up and down? In doing that, does that mean that cloud computing has become a commodity that can be traded and bought from different providers with a marketplace? All of these questions and more are on our minds as we think about how the market for compute will evolve in the future. Is there a coming compute scarcity based on greenhouse gas or silicon limitations or the ability to generate power? All of these things could have major impacts on how we make choices to consume compute. In our discussions, a lack of resources is not the driving factor that we see - it's more about the market power of providers. Transcript: https://otter.ai/u/nHY8KLgcaNbu_hp6TJkKMOgMpFI Image: https://www.pexels.com/photo/fuel-dispenser-1563510/

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(500)

Harness AI Governance

Harness AI Governance

In this episode, we continue our discussion of governed execution for agentic AI and how to prevent agents from taking actions they should not take. We use a maintenance example to examine access, app...

25 Syys 48min

Harnesses Pt 1

Harnesses Pt 1

This week we discuss the role of a harness in AI systems and why it matters for infrastructure, tool use, rules, and operational constraints when an AI acts on behalf of a person or organization. We a...

18 Syys 37min

Whats Up with VMware?

Whats Up with VMware?

In this episode, we are joined by guest Byron Dill from Summit for a great deep dive into virtualization. We talk about virtualization from an enterprise and infrastructure perspective, with a focus o...

11 Syys 58min

Token Cost Optimization

Token Cost Optimization

In this episode, we focus on token cost and token optimization in generative AI, and we discuss why token use needs budgets and controls rather than being treated as unlimited. We also talk about how ...

4 Syys 39min

Vibing vs Buying

Vibing vs Buying

In this episode, we get into current market news, including pending IPOs, hardware investment, and IBM’s AI-related announcement with Red Hat, and what this may mean for open weights models and hybrid...

28 Elo 55min

AI Harnesses and Hosting

AI Harnesses and Hosting

This week we have an exciting conversation about harnesses, neoclouds, open weights models, and the current AI infrastructure landscape. We discuss bare metal automation, agent-friendly APIs, CPU comp...

14 Elo 57min

Innovations in Agentic Pipelines

Innovations in Agentic Pipelines

In this episode, we discuss Red Hat’s enterprise AI work, including OpenShift AI, safety guardrails, and router-based model selection. We also talk about smaller AI systems, long-term memory, and the ...

14 Elo 52min

Mirantis IREN Acquisition

Mirantis IREN Acquisition

We discuss the acquisition of Mirantis by the neocloud company IREN, and use it to examine the current market for infrastructure and AI deployment. We look at Mirantis’ consulting business, Kubernetes...

7 Elo 1h 4min