Modal stitches 25 clouds into one pool, escaping three-year GPU blocks
Erik Bernhardsson, CEO of Modal, gets into how the company sources GPU capacity from 25 clouds, why sandboxes took off after nearly being shut down, and what agents change.
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AWS redesigns the cloud for agents on $220 billion of capex
AWS's Matt Garman gets into designing the cloud for agents, rationing scarce GPUs between frontier labs and startups, and why $220 billion of capex is not a bubble.
Sub-one-year compute paybacks make undersupply the bigger risk than bubble
Gavin Baker and David George, both investors, get into sub-one-year compute paybacks, the political fight over data centers, and why Nvidia's financing ecosystem is hard to beat.
AI has flattened the threat pyramid: activists now match nation states
CrowdStrike CEO George Kurtz on No Priors: how AI flattened the attacker pyramid, why defenders need unrefused models, and how CrowdStrike's red-blue loop and open-weight bet respond.
Perplexity grew revenue 5x by betting on depth, not users
Perplexity CEO Aravind Srinivas on recursive usage over network effects, orchestrating local and cloud compute instead of building data centers, and why curiosity is the brand.
Frontier labs are only a quarter of Nvidia's compute demand
Jensen Huang tells two investors why the AI buildout doesn't hinge on OpenAI and Anthropic, how zero trust contains agents, and why land, power and shell cap supply.
A three-month delay on a gigawatt AI factory costs $10 billion
Nvidia CEO Jensen Huang, keynoting GTC in Berlin, covers AI factories shipped as pods, security for autonomous agents, and a push into physical AI from robotaxis to humanoids.