L
Liam Yu
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
SEP 28
OCT 5
OCT 12
OCT 19
OCT 26
Oct 19, 2026
AI Infrastructure Debt: Strategies for Capacity, Resiliency, and Modernization
J
22:56JohnPANELIST
So that's what's really top of mind for me, if you can share in those areas.
L
23:10Liam YuGUEST
The demand is exceptionally high, and it is causing an awful lot of backlog around the orders.
L
23:22Liam YuGUEST
And so when we're doing some of the capital planning with customers, we're saying, look, you know, you've got to you probably are going to have to start moving it out a little bit further so that you can sort of like an airline, buy the fuel ahead of time so that you will have the cost advantages today a bit.
25 MINS LATER
J
48:28JohnPANELIST
You know, is there anything in the cloud that's particularly causing people to want to put their assets back on-prem versus having their AI assets up in the cloud? And I would love to hear your thoughts on the decisions, the security aspects of that, and the outage aspect too, because it seems like when there's a global outage, it impacts everyone.