SF Compute CEO Evan Conrad 在 AI Engineer NYC 活动上向 swyx 讲解公司如何从转租单个集群走向让数据中心可编程。他谈到交付 GPU 交易为何意味着运营整座“酒店”,以及中断、硬件代际与 GPU 订单簿、为何实物交割先于算力衍生品、为何认为 NVIDIA 无法建立独立市场,还有可编程 InfiniBand。
The Programmable Data Center
@martin_casado’s Nicira virtualized networking by separating the control plane from the hardware. Cisco offered $600m; VMware bought it for $1.3b.
Now that idea is coming to GPU infrastructure.
@evanjconrad, CEO of @sfcompute, joins @swyx at @aiDotEngineer NYC to explain how SF Compute went from subleasing a cluster to making data centers programmable.
We get into:
• Why delivering a GPU trade means running the whole “hotel”
• Interruptions, hardware generations and the GPU order book
• Why physical settlement comes before compute derivatives
• Why Evan thinks NVIDIA can’t build an independent market
• Programmable InfiniBand and the data center as software
The full conversation:
来源:Latent.Space · x.com