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Will Eatherton

Will Eatherton

Jul 29, 2026

5:56
companies like CoreWave are examples of Neocloud.
5:59
Yes.
5:59
And sometimes it's pretty coarse as far as like they carve up sets of servers that they will then lease or allocate for a year.
6:07
And sometimes, and a lot more, the higher value is when they can be more flexible in how they allocate.
6:14
uh in that so in all of these you know one of the key things kevin mentioned is the the number of potential different networks um can be daunting and so you can have you know what's been our traditional front end really you know stems out of what's been a traditional data centering with a lot of feature and functionality and how do you connect servers to servers servers to internet servers to storage um that that's the front end um the back end is you know been infiniband in the early days It's pretty clear in the last 12 months that that is now Ethernet.
6:43
Everyone, including NVIDIA, is pushing that.
6:45
But we also have management networks, sometimes distinct storage networks.

8 MINS LATER

14:48
Why did you do that? What was so magical and important about it?
5:58
Yes.
5:59
Yes.
5:59
And sometimes it's pretty coarse as far as like they carve up sets of servers that they will then lease or allocate for a year.
6:07
And sometimes – and a lot more – the higher value is when they can be more flexible in how they allocate in that.
6:15
In all of these, one of the key things Kevin mentioned is the number of potential different networks can be daunting.
6:22
And so you can have what's been our traditional front end really stems out of what's been a traditional data centering with a lot of feature and functionality.
6:30
And how do you connect servers to servers, servers to internet, servers to storage? That's the front end.

8 MINS LATER

14:48
Why did you do that? What was so magical and important about it?

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