How is power usually solved for when you deploy these?

Yeah, so a lot of times we're deploying them where there's already stranded power.

A good example of this is a couple of weeks ago, I was in New York and we did an event at the New York Stock Exchange where we were sort of fast following on Jensen's announcement that compute is now an asset class.

It's a new asset class.

And the New York Stock Exchange is actually making that now like something that you can invest in the same way that you can invest in electricity or other types of commodities.

um and we were there with our customer in norway called phosphol that has tons of distributed sites all over norway i'm actually going to be in norway with them next week but they also have them in finland and in sweden and it is largely renewable energy so it's 99 hydroelectricity They can just plug in our AI factories and then scale up quickly.

And one of the things that makes that easier is that we've recently announced some larger form factors.

when, uh, and, and anyways, I think that's kind of a, uh, good problem, good problem to have, but, um, it was

Now, how's this day rank among your best barbecue competition days since you've been doing this?

Yeah, I mean, it's definitely a special day, especially, you know, just in a field or an organization that I don't cook that often.

You know, and just to, you know, do it in the company of some of my friends on that side and even some of the barbecue guys that they kind of were there as well and You know, obviously the ribs are the most familiar piece of all the turn-ins I did this weekend.

However, there was one catch.

So it was baby backs and it was also no sauce.

So it was a dry rib baby back, which...

You know, it was, you know, just, yeah, just not my normal style.

thought process you know things to consider about what what which one to do maybe if you're just starting out

Um, how has that evolved? How has satellite connectivity evolved over the last couple of years? Maybe what percentage of your data, modular data centers are connected via Starlink or maybe even Amazon Leo?

Yeah, you definitely weren't, uh, totally wrong.

I mean, we are, we are a space business in a s- in a sense that we are assisted with what's going on in space, and then the edge is constantly getting redefined, and there are actual use cases for what we do in space, which we can talk about if you guys are interested.

Um, but the, the, the thing that we saw when we started the company was that the whole world was gonna change completely in the next few years.

And one is obviously connectivity with Leo and Geo satellite connectivity.

Obviously, Starlink's the dominant player there, um, providing internet everywhere that's as good as fiber in the ground.

And at the time we started the company, Starlink was really more focused on consumer, and then they went into enterprise and government.

Uh, what does that partnership look like?

Before ChatGPT, before XAI didn't

exist.

This was before all that.

Right.

And what I saw, though, was that AI had not actually reached operations for a lot of these companies.

So like a good example is we were working with some of the large energy companies like Aramco and Chevron.

And I asked them, I said, well, this is cool that we're working on all your back office stuff.

Where do you see this platform becoming? Where does the future look like? We've

And what accomplishment that you have that means the most to you?

Man, my biggest accomplishment, man, I mean, right now I'd probably say my first KCBS GC.

It was a loaded and stacked field.

It was some of the best cooks in the country.

I had just rolled, I had cooked a contest on Saturday in Exeter Springs, Missouri, and I rolled a Troy Illinois, a four and a half hour roll and double.

Middle of August, I mean, my generator turned off at 3 a.m. I'm just sweating bullets.

I tried to add more oil.

And Damn Right Smokin' Bros, what's on your barbecue bucket list?

What's on the agenda, Dan?

Yeah.

I think first, great conversation.

What's, what could be next? What do we need to do in the seed industry? Our theme is growing together and emerging stronger, so it's all about having conversation.

I don't think there's been, um, it's never been more clear that we benefit from being together and having a conversation and working on things, and so it's all about that.

Our agenda's full of lots of great topics.

We're gonna kick it off with a fireside chat with, um, thought leader John Stackhouse of RBC.

Um, how does this particular conference sort of reflect the state of the seed industry now five years in?

What's on the agenda, Dan?

Yeah.

I think first, great conversation.

What's-- what could be next? What do we need to do in the seed industry? Our theme is growing together and emerging stronger, so it's all about having conversation.

I don't think there's been, um...

It's never been more clear that we benefit from being together and having a conversation and working on things, and so it's all about that.

Our agenda's full of lots of great topics.

Um, how does this particular conference sort of reflect the state of the seed industry now five years in?

Funding, this has helped you move even quicker, or what's the plan here?

Yeah, so this, uh, round was led by... co-led by Overmatch, 8090 Industries, as well as BlackRock, and really what it allows us to do is scale up to accelerate deployment of the USAI stack.

As part of this, we're also announcing a global agreement with Johnson Controls.

We're starting with, uh, Gallion Forge 1 in Arizona.

We're gonna do continuous manufacturing of these modular data centers.

And if you look at them, they kinda look like shipping containers.

So they're easily-

Where's the demand coming from exactly? Who wants these?

Sure.

... we call them solutions where it's, like, there's a specific, uh, thing that the customer is trying to do, whether it is, you know, rapidly standing up an AI factory, uh, in some locatio- location where they have stranded energy.

Or, it's a scenario where they have lots of, um, unstructured data, let's say, from drones and they want to process all that data in real time versus having hours or sometimes, you know, days of delay so that they can do a specific thing.

A good example is, uh, we're working with the, the state of Alaska, their Department of Transportation, and they're using our entire platform.

Um, they're managing all of their connected assets, meaning, like, Starlink terminals, uh, Skydio drones, SD-WAN devices.

They used to have over a day of latency to process the unstructured data from the drones for response to avalanches-

Mm-hmm.

Um, you know, have one in strategic locations around the world where we have bases or y- y- may- maybe more of a mission scenario, being able to support that.