The Programmable Data Center — Evan Conrad, SF Compute
Latent Space: The AI Engineer Podcast

The Programmable Data Center — Evan Conrad, SF Compute

B2Upper-intermediateOctober 20, 202636 min
  • Interview
  • Technology

This was recorded on the sidelines of the new Compute Trading track at AIE NYC. Catch us next at AIE CODE, our last flagship for the top agentic engineers in the world. In the early days of cloud, former guest Martin Casado made something so disruptive that Cisco was threatened enough to pay $600m for it, and VMware outbid for $1.3B: That concept was software-defined networking, which virtualized the routing network by separating the control plane from the data plane. That revolution is now coming for GPUs - where previously running your own supercompute cluster...

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A1 39%A2 32%B1 16%B2 11%C1 2%
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0:00

NVIDIA is obviously like the 800 pound gorilla in the room. Yeah. Why don't they, why didn't they make SF Compute? So our impression is that NVIDIA can't make it, but benefits tremendously from it existing.

0:10

The reason why they can't make it is because they would then not be independent enough for people to trade on it. Anyway, Evan, welcome back to Lanespace. Thank you so much. Welcome back to AIE.

0:29

Actually, first time at EIE. I think so, yeah. This is a very special one because I feel like you have been working on compute trading,

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