Hyperscale computing
106
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64
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62
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Search complete. 106 mentions across 64 episodes found for "Hyperscale computing".
Oct 27, 2026
Jaeden SchaferHOST
It was if he said, I think we're going to see a lot of stranded compute in partially complete data centers.
Jaeden SchaferHOST
So these data centers that are not fully built out, there's a lot of kind of push back on a lot of data centers and a lot of legal stuff going on there and chamath palihapitiya from the allen podcast who invests in this responded with a really interesting take he said as someone with a portfolio of energized land assets here is what i am seeing neoclouds are disorganized and poorly capitalized some are definitely better than others however Hyperscales are irretractable bureaucratic organizations that take three months to do an NDA and one 18 month escrow period.
Jaeden SchaferHOST
We build our portfolio by competing against these terms because of our speed and simplicity.
Jaeden SchaferHOST
The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream.
Artificial IntelligenceNARRATOR
Sovereign over what? By Andre Machola.
Artificial IntelligenceNARRATOR
The Hyperscaler.
Artificial IntelligenceNARRATOR
There is a slightly uncomfortable question hiding behind the growing market for Sovereign Cloud.
Artificial IntelligenceNARRATOR
What happens when the Sovereign Cloud is built on top of a Hyperscaler? The question is no longer theoretical.
Artificial IntelligenceNARRATOR
Across Europe, the Gulf and other regions that are trying to strengthen their digital sovereignty, we increasingly see architectures that combine local infrastructure and governance with technology provided by companies such as Microsoft, Amazon or Google.
Artificial IntelligenceNARRATOR
It is not difficult to understand why.
Artificial IntelligenceNARRATOR
There is little point in pretending that every country needs to build its own version of Azure or AWS from scratch.
Artificial IntelligenceNARRATOR
Hyperscalers have spent decades and enormous amounts of capital building infrastructure, software platforms, security capabilities and global service ecosystems that are extraordinarily difficult to reproduce.
Justin CampbellHOST
just mapped the circular financing behind the AI boom.
Justin CampbellHOST
Hyperscalers, Microsoft, Google, Amazon, Meta, Oracle have put $46 billion of equity into OpenAI, Anthropic, XAI, and Friends while locking in $879 billion of multi-year purchase commitments for the exact cloud, chips, and services those labs sell.
Justin CampbellHOST
They're funding the companies and then buying everything back from them.
Justin CampbellHOST
The loop is getting bigger every day.
Sandy HatcherGUEST
So data centers are okay.
Sandy HatcherGUEST
Hyperscale data centers are a whole different...
Jeff EasterlingHOST
Hyperscale, okay.
Sandy HatcherGUEST
Hyperscale...
Jeff EasterlingHOST
And that's what we're against.
Sandy HatcherGUEST
That is what is coming to our area.
Jurrien TimmerGUEST
So that pushed the term premium down, real rates down.
Jurrien TimmerGUEST
That savings glut is now a savings shortage.
Jurrien TimmerGUEST
Hyperscalers are borrowing $500 to $1 trillion.
Jurrien TimmerGUEST
The government is running a $2 trillion deficit.
Jurrien TimmerGUEST
And there's just not enough capital to buy them.
Paris MarxHOST
I'll talk about this in a second.
Paris MarxHOST
Basically, the big news is that my book Hyperscale, after months of telling you about it, is finally out.
Paris MarxHOST
It officially came out Tuesday in the US, Canada, the UK, and I guess a number of other countries as well.
Paris MarxHOST
And it's just kind of wild to think that this thing that I spent two years working on, researching, writing, editing, all those pieces that go along with it, is finally out into the world now.
Paris MarxHOST
I'll include a link in the show notes.
Paris MarxHOST
She also hosts a cool and interesting podcast called Rick Corp that, you know, you should also check out.
Paris MarxHOST
So when I was thinking of someone to come on the show to interview me about Hyperscale, Ingrid seemed like the perfect person.
Paris MarxHOST
She's someone who I was talking about early in the process of putting this book together.
Paris MarxHOST
I'll talk about this in a second.
Paris MarxHOST
Basically, the big news is that my book Hyperscale, after months of telling you about it, is finally out.
Paris MarxHOST
It officially came out Tuesday in the US, Canada, the UK, and I guess a number of other countries as well.
Paris MarxHOST
And it's just kind of wild to think that this thing that I spent two years working on researching, writing, editing, all those pieces that go along with it, is finally out into the world now.
Paris MarxHOST
I'll include a link in the show notes.
Paris MarxHOST
She also hosts a cool and interesting podcast called RipCorp that, you know, you should also check out.
Paris MarxHOST
So when I was thinking of someone to come on the show to interview me about Hyperscale, Ingrid seemed like the perfect person.
Paris MarxHOST
She's someone who I was talking about early in the process of putting this book together.
Richard PanGUEST
So CSP is the infrastructure provider.
Richard PanGUEST
Hyperscalers.
Richard PanGUEST
Hyperscalers.
Richard PanGUEST
Then, The semiconductor is the backbone.
Richard PanGUEST
So without GPU, without this kind of stuff, servers, the hyperscalers cannot operate.
Jason AderGUEST
Like right now, things are all looking good, but that might change.
Jason AderGUEST
Hyperscalers, insourcing, that's definitely a concern.
Jason AderGUEST
Some of the biggest neoclouds have good, good or high customer concentration with the hyperscalers.
Jason AderGUEST
So I guess customer concentration would be the other risk.
Michael BatnickHOST
So, for example, like the software names, relatively unscathed.
Michael BatnickHOST
Hyperscalers fell, not so bad.
Michael BatnickHOST
That's the black line.
Michael BatnickHOST
But the semi-equipment, and I think this was directly related to interest rates.
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