SIGNAL//SYNTH
Ai

The Infrastructure Behind the Machine Age

aired Aug 28, 2026 · 55.0m
Signal
79.8/ 100
High signal
confidence 0.99
Orig51.8
Actn100.0
Dens100.0
Dpth100.0
Clty57.0
Summary

We have a whole new technology that's the most important technology ever, and you need a whole new infrastructure.

Why listen

It goes beyond the title with direct discussion of like, it's, know, including: Normally when we talk about the infrastructure, we're talking about the servers and the storage and the network.

Key takeaways
  1. 01Normally when we talk about the infrastructure, we're talking about the servers and the storage and the network
  2. 02The leading memory runner said the demand they have today will take them three years of capacity to supply
  3. 03I'm joined by Ben Horowitz, Ragul Ragulram, and Martin Casado to explain why we're launching it now, and why we believe the next major bottleneck in AI isn't necessarily the model
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