Evidence receipt / commitment
Published · transcript-backedDavid Rosenthal: commitment
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“Nvidia and Jensen put a flag in the ground several years ago where they said, we are going to rearchitect the data center, and all the existing data center hardware and compute providers had strong incentives not to do that.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- commitment
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…Yup. Now all that said, they’ve got a lot of powers. As we move through these one by one, I think let’s just say them all and we can decide if there’s something to talk about here. Counter-positioning is the one where I actually don’t think there’s anything here. I don’t think there’s anything that Nvidia does where there’s another company that’s actively choosing not to do that, because any company would want to be Nvidia right now. I would have agreed with you, but I actually think there is strong counter-positioning in the data center world right now. Nvidia and Jensen put a flag in the ground several years ago where they said, we are going to rearchitect the data center, and all the existing data center hardware and compute providers had strong incentives not to do that. But right now, what do you think other data center hardware providers, what are they not doing?…
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