While he thinks most businesses can build useful AI infrastructure in just two or three racks, he feels many will struggle to get it running.
“The question becomes: how do you do that?” he said. “The question that the enterprise struggles with is: ‘Where are my kernel engineers? Where are the people who worry about the underlying network? Who can make sure that the model is clustered on GPUs that are close to each other in network proximity? Who can make sure that you’re doing the right caching of results so you get an incredible response?’”
Has he heard of “agentic AI”? You simply fire up Claude or ChatGPT and ask it how to do all of the above.
