The Programmable Data Center — Evan Conrad, SF Compute

1 NVIDIA is obviously like the 800-pound gorilla in the room.

It goes beyond the title with direct discussion of like, yeah, think, including: Um, why don't they-- why didn't they make SF Compute?.

1. 015 who is basically initiating coverage on compute, compute markets- Yeah
2. 0221 And at a certain point, you're just running the whole hotel
3. 03Um, and the moment you're running the whole hotel, you say, "Oh, wait a second." 22 Um, instead, my supplier on this market, um, is somebody that looks closer to a fund, um, or a c