Jun 22, 2026 · 48 min · 10 segments
Key Topics: AI infrastructure evolution Server and rack engineering innovations Analog components and power management Semiconductor industry growth and GPU impact Enterprise and hyperscaler…
Ben BajarinHost
Jay GoldbergHost
However, I was at HPE Discover and had a number of interesting observations and takeaways.
I sort of joked, if anybody saw, you know, on Twitter that This is my life now when I see an open compute tray.
I put my reading glasses on and my phone into magnification mode, and I go look at silicon, names of vendors on silicon, MLCCs, power capacitors, you name it, which is partly the – I like to see how these things are designed and built and the engineers on the floor are generally very excited to answer very technical questions, something that I greatly appreciate about these shows because they're not just, oh, this is what it can do.
We designed it this way so that we could squeeze out X, Y, Z of efficiency or network latency.
I'm taking away from this, and I don't know how to sort of frame this in the analysis because it is technical.
But basically, you know, there's a discussion out there around how everybody designs their infrastructure.
And I think that's interesting, right? And again, kind of going back to our Computex take, you know, I did this same thing.
It's just harder when you're looking at it at a laptop, right? Even in Computex in those days, like very rarely where they're like letting you just see the inner workings of a laptop.
However, I was at HPE Discover and had a number of interesting observations and takeaways.
I sort of joked, if anybody saw, you know, on Twitter that This is my life now when I see an open compute tray.
I put my reading glasses on and my phone into magnification mode, and I go look at silicon, names of vendors on silicon, MLCCs, power capacitors, you name it, which is partly the – I like to see how these things are designed and built and the engineers on the floor are generally very excited to answer very technical questions, something that I greatly appreciate about these shows because they're not just, oh, this is what it can do.
We designed it this way so that we could squeeze out X, Y, Z of efficiency or network latency.
I'm taking away from this, and I don't know how to sort of frame this in the analysis because it is technical.
But basically, you know, there's a discussion out there around how everybody designs their infrastructure.
And I think that's interesting, right? And again, kind of going back to our Computex take, you know, I did this same thing.
It's just harder when you're looking at it at a laptop, right? Even in Computex in those days, like very rarely where they're like letting you just see the inner workings of a laptop.
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