Dave Driggers, Cirrascale | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future

Описание: In this AI Factories – Data Centers of the Future interview from the floor of the NYSE, Cirrascale CEO & CTO Dave Driggers joins theCUBE’s Dave Vellante to unpack how neocloud providers are reshaping enterprise infrastructure for AI-scale workloads. Driggers details Cirrascale’s “horses for courses” approach across training and inference, emphasizing why enterprises want their own co-pilot-class models and how model size (from billions to over a trillion parameters) drives distinct hardware choices. Drawing on theCUBE Research’s market view, Vellante frames a data center landscape that surged from a long-standing ~$200B run rate to ~$350B in 2024 with mid-20s CAGR, and an AI share rising from under 10% in 2020 toward ~85% by decade’s end. Driggers explains why training favors the latest NVIDIA platforms with InfiniBand for scale-up clusters, while real-time inference pushes toward Ethernet, edge proximity and tight latency, spotlighting the operational economics that follow.

The conversation digs into the lifecycle economics of AI factories – how today’s cutting-edge training systems are repurposed into tomorrow’s inference fleets, flipping cost profiles from depreciation (training) to operations, power and networking (inference). Driggers maps regional adoption patterns (U.S. leading, followed by China, Europe, then Southeast Asia/India/Africa) and describes the cloud elasticity enterprises will need for real-time AI services. He also shares Cirrascale’s financing outlook to match rapid demand growth and a 2026 window when enterprise AI adoption inflects. Listeners will come away with practical insight into how GPU-dense architectures, networking choices (InfiniBand vs. Ethernet), and edge distribution turn AI factories into the new unit of enterprise value – aligning scale, sustainability and resilience with business outcomes.

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00:00 - AI Innovations and Market Dynamics: An Overview of Industry Trends
02:19 - Regional Adoption Patterns
04:35 - Advancing AI: Innovative Applications and Architectural Strategies
07:27 - Transition from Training to Inference
10:17 - Empowering Enterprises: Harnessing the Power of Networking and AI in the Neocloud Era
14:49 - Strategic Outlook and Final Insights of Cirrascale

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