WEBVTT

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<v Cassidy>AI <00:00:00.290>compute <00:00:00.697>demand <00:00:01.120>is <00:00:01.320>surging—and <00:00:02.596>suddenly <00:00:02.900>the <00:00:03.006>people <00:00:03.316>building <00:00:03.620>the <00:00:03.737>server <00:00:04.133>racks <00:00:04.432>have <00:00:04.631>receipts.

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<v Cassidy>New <00:00:06.516>to <00:00:06.601>this <00:00:06.809>story? <00:00:07.641>Here’s <00:00:08.022>where <00:00:08.142>it <00:00:08.318>stands.

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<v Cassidy>Zankore <00:00:09.819>started <00:00:10.222>as <00:00:10.369>a <00:00:10.457>Southeast <00:00:10.953>Asia <00:00:11.289>neocloud <00:00:11.929>plan <00:00:12.281>from <00:00:12.449>Ooredoo

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<v Cassidy>NVIDIA <00:00:14.109>and <00:00:14.489>Nokia: <00:00:15.769>200 <00:00:16.209>megawatts <00:00:16.676>of <00:00:16.779>initial <00:00:17.236>AI <00:00:17.511>capacity <00:00:18.041>from <00:00:18.220>Indonesian <00:00:18.777>data <00:00:19.029>centers

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<v Cassidy>built <00:00:20.196>to <00:00:20.318>expand <00:00:20.786>across <00:00:21.149>the <00:00:21.278>region.

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<v Cassidy>The <00:00:22.538>shareholders <00:00:23.163>called <00:00:23.396>it <00:00:23.529>a <00:00:23.673>multibillion-dollar <00:00:24.794>commitment <00:00:25.569>and <00:00:25.991>forecast <00:00:26.529>about <00:00:26.769>$13 <00:00:27.399>billion <00:00:28.196>in <00:00:28.309>revenue <00:00:28.793>over <00:00:29.113>five <00:00:29.462>years.

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<v Cassidy>The <00:00:30.853>question <00:00:31.289>is <00:00:31.489>how <00:00:31.636>it <00:00:31.721>gets <00:00:31.889>all <00:00:32.036>of <00:00:32.137>that <00:00:32.361>into <00:00:32.537>live <00:00:32.800>capacity.

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<v Bill>This <00:00:34.489>is <00:00:35.022>AI <00:00:35.516>Daily <00:00:35.916>Briefing.

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<v Bill>Today <00:00:37.529>giant <00:00:38.422>cloud <00:00:38.949>commitments <00:00:39.749>and <00:00:40.249>cheaper <00:00:40.921>open-model <00:00:41.849>serving

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<v Bill>all <00:00:43.185>happening <00:00:43.716>in <00:00:43.849>a <00:00:43.986>global <00:00:44.418>capacity <00:00:45.225>rush—so <00:00:46.529>who’s <00:00:46.866>taking <00:00:47.229>the <00:00:47.401>risk <00:00:47.982>if <00:00:48.269>the <00:00:48.409>economics <00:00:49.209>shift <00:00:49.678>before <00:00:50.109>the <00:00:50.249>hardware <00:00:50.942>comes <00:00:51.289>online?

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<v Bill>We'll <00:00:52.841>keep <00:00:53.022>tracking <00:00:53.497>this <00:00:53.769>story — <00:00:54.849>Zankore <00:00:55.673>Southeast <00:00:56.345>Asia <00:00:56.942>AI <00:00:57.449>compute <00:00:58.107>platform.

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<v Bill>Follow <00:00:59.889>the <00:01:00.089>show <00:01:00.596>so <00:01:00.989>the <00:01:01.113>next <00:01:01.426>update <00:01:01.862>finds <00:01:02.389>you.

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<v Cassidy>This <00:01:03.849>one's <00:01:04.081>from <00:01:04.289>94.7 <00:01:05.189>The <00:01:05.342>Beast:

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<v Quote>Aug <00:01:06.595>11 <00:01:07.235>(Reuters) – <00:01:08.899>CoreWeave <00:01:09.441>lifted <00:01:09.775>its <00:01:10.001>annual <00:01:10.335>capital <00:01:10.808>spending <00:01:11.297>forecast <00:01:11.848>on <00:01:12.025>Tuesday <00:01:12.608>after <00:01:13.115>beating <00:01:13.441>second-quarter <00:01:14.099>estimates

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<v Quote>encouraged <00:01:15.608>by <00:01:15.755>a <00:01:15.848>surge <00:01:16.142>in <00:01:16.264>demand <00:01:16.695>for <00:01:16.815>its <00:01:17.102>AI <00:01:17.368>cloud <00:01:17.683>computing <00:01:18.177>services

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<v Quote>sending <00:01:19.415>the <00:01:19.525>company’s <00:01:20.001>shares <00:01:20.323>more <00:01:20.547>than <00:01:20.755>14% <00:01:21.612>higher <00:01:22.008>in <00:01:22.159>extended <00:01:22.575>trading.

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<v Quote>The <00:01:24.142>AI <00:01:24.422>cloud <00:01:24.815>company <00:01:25.299>also <00:01:25.601>lifted <00:01:25.915>its <00:01:26.095>targets <00:01:26.555>for <00:01:26.755>2026 <00:01:27.605>revenue <00:01:27.995>and <00:01:28.168>adjusted <00:01:28.652>profit

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<v Quote>banking <00:01:29.928>on <00:01:30.075>a <00:01:30.155>ballooning <00:01:30.635>order <00:01:30.899>book

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<v Quote>after <00:01:31.675>its <00:01:31.845>revenue <00:01:32.265>backlog <00:01:32.801>topped <00:01:33.155>$100 <00:01:33.805>billion <00:01:34.488>in <00:01:34.615>the <00:01:34.723>June <00:01:34.965>quarter.

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<v Cassidy>CoreWeave <00:01:36.188>just <00:01:36.426>raised <00:01:36.780>2026 <00:01:37.580>capex <00:01:38.327>to <00:01:38.580>$35 <00:01:39.200>billion <00:01:39.927>to <00:01:40.060>$39 <00:01:40.660>billion, <00:01:41.660>with <00:01:42.060>$104.2 <00:01:43.510>billion <00:01:44.167>in <00:01:44.300>backlog.

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<v Cassidy>That <00:01:45.962>capacity <00:01:46.500>build <00:01:46.740>has <00:01:46.908>customers <00:01:47.386>behind <00:01:47.740>it.

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<v Bill>Customers <00:01:48.401>are <00:01:48.523>attached, <00:01:49.261>sure.

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<v Bill>But <00:01:50.421>$104.2 <00:01:52.131>billion <00:01:53.288>is <00:01:53.558>future <00:01:53.992>demand <00:01:54.621>priced <00:01:55.181>on <00:01:55.408>today’s <00:01:55.961>serving <00:01:56.461>economics.

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<v Bill>I’d <00:01:58.093>like <00:01:58.261>the <00:01:58.421>average <00:01:58.772>contract <00:01:59.421>vintage <00:02:00.041>and <00:02:00.274>every <00:02:00.594>customer’s <00:02:01.261>renegotiation <00:02:02.354>language <00:02:02.861>before <00:02:03.461>I <00:02:03.648>throw <00:02:04.061>confetti.

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<v Cassidy>They <00:02:05.554>added <00:02:05.853>more <00:02:06.013>than <00:02:06.181>$25 <00:02:06.801>billion <00:02:07.554>in <00:02:07.721>net <00:02:07.948>commitments <00:02:08.493>this <00:02:08.691>quarter <00:02:09.301>and <00:02:09.721>say <00:02:09.933>near-term <00:02:10.443>capacity <00:02:10.994>is <00:02:11.149>sold <00:02:11.441>out.

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<v Cassidy>That <00:02:12.741>gives <00:02:13.005>CoreWeave <00:02:13.465>bargaining <00:02:13.954>power <00:02:14.253>with <00:02:14.438>buyers <00:02:14.813>that <00:02:14.998>hyperscalers <00:02:15.801>usually <00:02:16.269>keep <00:02:16.501>for <00:02:16.686>themselves.

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<v Bill>And <00:02:18.281>revenue <00:02:18.733>more <00:02:18.893>than <00:02:19.061>doubled <00:02:19.394>to <00:02:19.541>$2.58 <00:02:20.581>billion.

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<v Bill>There’s <00:02:22.408>an <00:02:22.507>actual <00:02:22.843>business <00:02:23.405>here.

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<v Bill>Still, <00:02:25.314>spending <00:02:25.794>up <00:02:25.954>to <00:02:26.141>$39 <00:02:26.811>billion <00:02:27.634>in <00:02:27.781>one <00:02:28.013>year <00:02:28.581>means <00:02:29.201>the <00:02:29.330>demand <00:02:29.808>curve <00:02:30.221>has <00:02:30.488>to <00:02:30.621>stay <00:02:31.021>very <00:02:31.403>friendly <00:02:31.961>for <00:02:32.181>a <00:02:32.301>very <00:02:32.685>long <00:02:33.053>time.

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<v Cassidy>Here's <00:02:35.265>The <00:02:35.378>Economic <00:02:35.898>Times:

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<v Quote>The <00:02:37.017>Amsterdam-based <00:02:38.046>AI <00:02:38.361>infrastructure <00:02:39.113>firm <00:02:39.513>reported <00:02:40.193>total <00:02:40.453>revenue <00:02:40.953>of <00:02:41.153>$582.3 <00:02:42.923>million <00:02:43.913>for <00:02:44.173>the <00:02:44.273>quarter <00:02:44.606>ended <00:02:44.953>June

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<v Quote>compared <00:02:46.025>with <00:02:46.206>analysts' <00:02:46.753>average <00:02:47.086>estimate <00:02:47.593>of <00:02:47.873>$572.75 <00:02:50.003>million

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<v Quote>according <00:02:51.380>to <00:02:51.497>data <00:02:51.815>compiled <00:02:52.340>by <00:02:52.553>LSEG.

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<v Quote>Revenue <00:02:54.286>at <00:02:54.433>its <00:02:54.617>core <00:02:55.006>AI <00:02:55.340>cloud <00:02:55.726>business, <00:02:56.420>which <00:02:56.593>accounted <00:02:56.993>for <00:02:57.166>about <00:02:57.513>98% <00:02:58.340>of <00:02:58.446>group <00:02:58.773>revenue, <00:02:59.577>rose <00:02:59.865>more <00:03:00.025>than <00:03:00.313>500%.

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<v Cassidy>Nebius <00:03:02.278>put <00:03:02.451>up <00:03:02.598>$582.3 <00:03:04.418>million <00:03:05.168>against <00:03:05.598>a <00:03:05.758>$572.75 <00:03:08.148>million <00:03:08.691>estimate, <00:03:09.638>and <00:03:09.838>98% <00:03:10.611>of <00:03:10.750>that <00:03:10.928>revenue <00:03:11.326>came <00:03:11.566>from <00:03:11.865>AI <00:03:12.158>cloud.

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<v Cassidy>That <00:03:13.625>is <00:03:13.758>a <00:03:13.934>very <00:03:14.380>concentrated <00:03:15.178>way <00:03:15.411>to <00:03:15.550>beat <00:03:15.770>expectations.

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<v Bill>The <00:03:17.902>four <00:03:18.254>contracts <00:03:19.182>averaging <00:03:19.806>more <00:03:20.030>than <00:03:20.278>$1 <00:03:20.778>billion <00:03:21.854>each <00:03:22.358>are <00:03:22.738>the <00:03:22.846>part <00:03:23.078>I’m <00:03:23.268>staring <00:03:23.838>at.

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<v Bill>Great. <00:03:25.498>But <00:03:25.987>before <00:03:26.478>I <00:03:26.622>celebrate, <00:03:27.798>I <00:03:27.870>want <00:03:28.025>to <00:03:28.126>know <00:03:28.382>when <00:03:28.678>those <00:03:28.958>contracts <00:03:29.710>were <00:03:29.952>signed <00:03:30.738>and <00:03:31.078>how <00:03:31.238>the <00:03:31.428>pricing <00:03:31.998>escalates.

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<v Bill>And <00:03:34.110>what <00:03:34.298>happens <00:03:34.798>if <00:03:35.198>2028 <00:03:36.222>inference <00:03:36.851>is <00:03:37.022>radically <00:03:37.658>cheaper <00:03:38.126>than <00:03:38.338>the <00:03:38.451>spreadsheet <00:03:39.118>assumed?

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<v Cassidy>Put <00:03:40.798>that <00:03:40.958>beside <00:03:41.298>the <00:03:41.422>CoreWeave <00:03:41.898>numbers, <00:03:42.418>and <00:03:42.498>the <00:03:42.615>signal <00:03:43.038>is <00:03:43.278>clear: <00:03:44.451>neoclouds <00:03:45.058>are <00:03:45.168>landing <00:03:45.580>enormous <00:03:46.125>commitments <00:03:46.678>and <00:03:46.848>raising <00:03:47.278>prices <00:03:47.798>for <00:03:47.989>capacity.

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<v Cassidy>The <00:03:49.484>hyperscalers <00:03:50.211>no <00:03:50.364>longer <00:03:50.670>have <00:03:50.848>compute <00:03:51.258>pricing <00:03:51.705>to <00:03:51.831>themselves.

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<v Bill>Nebius <00:03:53.822>says <00:03:54.318>AI-cloud <00:03:55.358>revenue <00:03:55.982>grew <00:03:56.302>more <00:03:56.590>than <00:03:56.958>500%, <00:03:58.798>so <00:03:59.038>yes, <00:03:59.655>demand <00:04:00.051>is <00:04:00.222>real.

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<v Bill>But <00:04:01.502>four <00:04:01.818>billion-dollar-plus <00:04:03.038>deals <00:04:03.486>mean <00:04:03.718>a <00:04:03.808>handful <00:04:04.185>of <00:04:04.294>customers <00:04:04.838>could <00:04:05.084>define <00:04:05.398>the <00:04:05.545>whole <00:04:05.758>forecast.

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<v Bill>One <00:04:07.571>procurement <00:04:08.248>rethink <00:04:08.998>can <00:04:09.398>hit <00:04:09.558>those <00:04:09.818>numbers <00:04:10.350>fast.

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<v Cassidy>This <00:04:11.669>one's <00:04:11.901>from <00:04:12.085>Analytics <00:04:12.629>India <00:04:12.891>Magazine:

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<v Quote>IBM <00:04:14.603>and <00:04:14.776>Together <00:04:15.336>AI <00:04:15.667>have <00:04:15.957>signed <00:04:16.203>a <00:04:16.296>multi-year <00:04:17.003>$240 <00:04:17.933>million <00:04:18.619>agreement <00:04:19.256>to <00:04:19.569>deploy <00:04:19.923>a <00:04:20.056>large <00:04:20.373>cluster <00:04:20.776>of <00:04:20.963>NVIDIA <00:04:21.603>HGX <00:04:22.323>B300 <00:04:23.043>systems <00:04:23.656>on <00:04:23.863>IBM <00:04:24.243>Cloud

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<v Quote>with <00:04:25.223>the <00:04:25.331>infrastructure <00:04:26.056>expected <00:04:26.510>to <00:04:26.590>be <00:04:26.707>available <00:04:27.310>in <00:04:27.403>the <00:04:27.563>first <00:04:27.813>quarter <00:04:28.190>of <00:04:28.323>2027.

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<v Quote>Together <00:04:30.430>AI <00:04:30.691>will <00:04:30.963>use <00:04:31.243>the <00:04:31.413>cluster <00:04:31.816>to <00:04:31.963>provide <00:04:32.299>inference <00:04:32.843>for <00:04:33.027>open-source <00:04:33.710>AI <00:04:34.003>models.

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<v Quote>The <00:04:35.174>deployment <00:04:35.699>will <00:04:35.816>be <00:04:35.963>the <00:04:36.136>first <00:04:36.467>dedicated <00:04:37.096>large-scale <00:04:37.731>inference <00:04:38.223>cluster <00:04:38.696>on <00:04:38.923>IBM <00:04:39.376>Cloud <00:04:39.936>using <00:04:40.460>NVIDIA <00:04:40.990>HGX <00:04:41.643>B300 <00:04:42.313>systems <00:04:42.943>and <00:04:43.432>NVIDIA <00:04:43.896>Spectrum-X

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<v Quote>Ethernet <00:04:45.174>networking.

51
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<v Bill>Together <00:04:46.615>AI <00:04:47.106>says <00:04:47.415>it’s <00:04:47.662>already <00:04:48.152>serving <00:04:48.722>400 <00:04:49.584>trillion <00:04:50.173>tokens <00:04:50.802>a <00:04:50.962>month.

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<v Bill>This <00:04:52.362>$240 <00:04:53.562>million <00:04:54.682>B300 <00:04:55.682>cluster <00:04:56.455>is <00:04:56.922>a <00:04:57.020>throughput <00:04:57.702>bet <00:04:58.050>with <00:04:58.322>an <00:04:58.573>actual <00:04:59.202>workload <00:04:59.922>behind <00:05:00.455>it.

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<v Cassidy>And <00:05:01.342>IBM <00:05:01.794>gets <00:05:01.975>to <00:05:02.109>be <00:05:02.182>the <00:05:02.295>infrastructure <00:05:03.099>answer <00:05:03.502>for <00:05:03.762>open <00:05:04.132>weights <00:05:04.535>at <00:05:04.700>enterprise <00:05:05.362>scale.

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<v Cassidy>Together <00:05:07.082>can <00:05:07.246>distribute <00:05:07.702>the <00:05:07.819>models <00:05:08.222>all <00:05:08.522>day

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<v Cassidy>while <00:05:09.482>IBM <00:05:09.909>Cloud <00:05:10.322>owns <00:05:10.662>the <00:05:10.882>B300 <00:05:11.522>cluster <00:05:12.202>and <00:05:12.582>the <00:05:12.695>Spectrum-X <00:05:13.492>network <00:05:13.895>carrying <00:05:14.342>the <00:05:14.450>billable <00:05:14.874>inference.

56
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<v Bill>I <00:05:16.130>like <00:05:16.362>the <00:05:16.539>stated <00:05:16.962>goal <00:05:17.346>here: <00:05:18.142>cheaper <00:05:18.632>serving, <00:05:19.562>not <00:05:19.722>another <00:05:20.095>vague <00:05:20.642>promise <00:05:21.255>of <00:05:21.419>bigger <00:05:21.842>models.

57
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<v Bill>But <00:05:23.402>Q1 <00:05:24.002>2027 <00:05:25.024>delivery <00:05:25.602>matters—by <00:05:27.042>then

58
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<v Bill>the <00:05:27.858>cost <00:05:28.302>per <00:05:28.562>token <00:05:29.026>customers <00:05:29.705>expect <00:05:30.429>could <00:05:31.010>look <00:05:31.266>very <00:05:31.562>different <00:05:31.954>from <00:05:32.122>the <00:05:32.314>economics <00:05:32.989>in <00:05:33.082>a <00:05:33.202>deal <00:05:33.602>signed <00:05:34.130>this <00:05:34.402>week.

59
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<v Cassidy>CoreWeave <00:05:35.382>and <00:05:35.502>Nebius <00:05:35.970>just <00:05:36.222>put <00:05:36.472>serious <00:05:37.008>demand <00:05:37.322>numbers <00:05:37.629>on <00:05:37.702>the <00:05:37.842>board.

60
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<v Cassidy>Here, <00:05:39.709>we’ve <00:05:39.882>got <00:05:40.042>a <00:05:40.149>named <00:05:40.562>$240 <00:05:41.532>million <00:05:42.233>contract <00:05:42.850>dedicated <00:05:43.309>to <00:05:43.426>inference <00:05:44.022>for <00:05:44.242>400 <00:05:44.855>trillion <00:05:45.322>monthly <00:05:45.705>tokens.

61
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<v Cassidy>The <00:05:47.348>open-source <00:05:47.991>stack <00:05:48.364>has <00:05:48.546>acquired <00:05:49.084>a <00:05:49.213>landlord.

62
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<v Cassidy>Here's <00:05:51.364>Zhang <00:05:51.617>Weilan <00:05:52.257>at <00:05:52.410>Global <00:05:52.791>Times:

63
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<v Quote>The <00:05:53.848>instance <00:05:54.302>is <00:05:54.408>designed <00:05:54.862>to <00:05:54.972>handle <00:05:55.355>inference <00:05:55.755>for <00:05:55.925>mixture-of-experts <00:05:56.984>models <00:05:57.459>with <00:05:57.768>up <00:05:57.928>to <00:05:58.115>10 <00:05:58.479>trillion <00:05:58.893>parameters

64
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<v Quote>the <00:06:00.005>company <00:06:00.387>said <00:06:00.542>in <00:06:00.675>a <00:06:00.795>statement <00:06:01.203>sent <00:06:01.422>to <00:06:01.495>the <00:06:01.612>Global <00:06:02.022>Times <00:06:02.382>on <00:06:02.491>Wednesday.

65
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<v Quote>This <00:06:03.942>marks <00:06:04.315>the <00:06:04.488>first <00:06:04.824>supernode-form <00:06:05.771>computing <00:06:06.318>architecture <00:06:06.888>in <00:06:07.062>China <00:06:07.528>to <00:06:07.850>successfully <00:06:08.595>run <00:06:08.902>large <00:06:09.279>language <00:06:09.692>models <00:06:10.107>exceeding <00:06:10.915>2 <00:06:11.279>trillion

66
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<v Quote>parameters <00:06:12.627>according <00:06:12.968>to <00:06:13.095>the <00:06:13.205>company.

67
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<v Bill>Alibaba’s <00:06:15.045>M890 <00:06:16.032>is <00:06:16.295>already <00:06:16.725>on <00:06:16.965>sale <00:06:17.338>in <00:06:17.565>Ulanqab, <00:06:18.858>built <00:06:19.185>for <00:06:19.435>mixture-of-experts <00:06:20.717>inference <00:06:21.552>up <00:06:22.005>to <00:06:22.325>10 <00:06:22.787>trillion <00:06:23.365>parameters.

68
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<v Bill>And <00:06:25.072>it <00:06:25.216>scales <00:06:25.805>the <00:06:26.005>interconnect <00:06:26.837>from <00:06:27.125>16 <00:06:27.778>cards <00:06:28.352>to <00:06:28.725>64—because <00:06:30.618>at <00:06:30.933>this <00:06:31.221>size, <00:06:31.945>the <00:06:32.070>networking <00:06:32.885>is <00:06:33.245>the <00:06:33.436>computer.

69
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<v Cassidy>Right—and <00:06:35.672>China’s <00:06:36.138>first <00:06:36.451>supernode <00:06:36.934>architecture <00:06:37.578>to <00:06:37.745>run <00:06:37.965>a <00:06:38.072>model <00:06:38.458>above <00:06:38.785>two <00:06:39.027>trillion <00:06:39.605>parameters <00:06:40.525>marks <00:06:41.165>a <00:06:41.285>real <00:06:41.685>milestone.

70
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<v Cassidy>The <00:06:43.405>leaderboard <00:06:43.912>angle <00:06:44.295>matters <00:06:44.741>less.

71
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<v Cassidy>Alibaba <00:06:46.229>says <00:06:46.545>KimiK3 <00:06:47.545>and <00:06:47.685>Qwen3.8Max <00:06:49.505>are <00:06:49.975>already <00:06:50.369>commercial <00:06:50.853>workloads <00:06:51.338>on <00:06:51.498>it; <00:06:52.293>that’s <00:06:52.585>the <00:06:52.691>detail <00:06:53.045>I <00:06:53.157>care <00:06:53.352>about.

72
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<v Bill>IBM <00:06:54.985>and <00:06:55.356>Together <00:06:56.045>are <00:06:56.458>building <00:06:57.125>B300 <00:06:58.061>inference <00:06:58.645>capacity <00:06:59.425>for <00:07:00.005>400 <00:07:00.858>trillion <00:07:01.365>tokens <00:07:01.885>a <00:07:01.992>month.

73
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<v Bill>Alibaba <00:07:03.765>is <00:07:03.971>making <00:07:04.265>the <00:07:04.405>same <00:07:04.795>serving-layer <00:07:05.745>bet <00:07:06.298>on <00:07:06.645>a <00:07:06.769>separate <00:07:07.192>stack <00:07:07.578>in <00:07:07.738>Inner <00:07:08.085>Mongolia.

74
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<v Bill>Enterprises <00:07:10.305>may <00:07:10.538>be <00:07:10.705>pricing <00:07:11.225>one <00:07:11.685>AI <00:07:12.074>demand <00:07:12.552>curve <00:07:12.945>against <00:07:13.485>two <00:07:13.954>ecosystems <00:07:15.141>that <00:07:15.565>don’t <00:07:15.845>neatly <00:07:16.390>substitute <00:07:17.085>for <00:07:17.253>each <00:07:17.498>other.

75
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<v Cassidy>Ulanqab’s <00:07:19.094>cold <00:07:19.346>climate <00:07:19.806>helps <00:07:20.070>cool <00:07:20.353>these <00:07:20.548>machines, <00:07:21.206>sure.

76
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<v Cassidy>Commercial <00:07:22.701>availability <00:07:23.419>is <00:07:23.566>the <00:07:23.726>important <00:07:24.166>shift.

77
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<v Cassidy>The <00:07:25.275>hyperscalers <00:07:26.126>don’t <00:07:26.346>get <00:07:26.459>to <00:07:26.593>be <00:07:26.686>the <00:07:26.870>only <00:07:27.190>ones <00:07:27.508>deciding <00:07:28.038>what <00:07:28.216>compute <00:07:28.646>costs <00:07:29.116>anymore.

78
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<v Cassidy>This <00:07:30.462>one's <00:07:30.770>from <00:07:31.042>FutureCIO:

79
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<v Quote>To <00:07:32.802>meet <00:07:33.014>the <00:07:33.143>rising <00:07:33.611>demand <00:07:33.994>for <00:07:34.205>secure

80
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<v Quote>scalable <00:07:35.501>AI <00:07:35.778>computing

81
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<v Quote>the <00:07:36.878>initiative <00:07:37.362>aims <00:07:37.581>to <00:07:37.684>develop <00:07:38.074>one <00:07:38.221>of <00:07:38.294>the <00:07:38.411>region’s <00:07:38.974>largest <00:07:39.554>AI <00:07:39.917>infrastructure <00:07:40.578>platforms

82
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<v Quote>targeting <00:07:41.994>a <00:07:42.078>deployment <00:07:42.594>of <00:07:42.834>1 <00:07:43.134>gigawatt <00:07:43.874>(GW) <00:07:44.096>of <00:07:44.183>NVIDIA <00:07:44.781>DSX <00:07:45.474>AI <00:07:45.854>Factory <00:07:46.336>capacity <00:07:46.914>over <00:07:47.254>the <00:07:47.362>long <00:07:47.602>term.

83
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<v Cassidy>Following <00:07:48.713>up <00:07:48.847>on <00:07:48.940>the <00:07:49.100>Zankore <00:07:49.590>compute <00:07:49.993>platform <00:07:50.473>we <00:07:50.620>tracked <00:07:50.948>last <00:07:51.220>week: <00:07:52.300>Indosat <00:07:52.860>now <00:07:53.044>puts <00:07:53.320>the <00:07:53.444>long-term <00:07:54.100>target <00:07:54.633>at <00:07:54.820>one <00:07:55.140>gigawatt.

84
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<v Cassidy>The <00:07:56.700>first <00:07:56.980>200 <00:07:57.360>megawatts <00:07:57.900>are <00:07:58.060>due <00:07:58.207>in <00:07:58.280>the <00:07:58.380>first <00:07:58.644>half <00:07:58.927>of <00:07:59.060>2027, <00:08:00.612>with <00:08:00.797>NVIDIA <00:08:01.353>GB300 <00:08:02.393>NVL72 <00:08:03.380>systems.

85
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<v Cassidy>This <00:08:04.900>is <00:08:05.092>more <00:08:05.252>than <00:08:05.420>a <00:08:05.513>regional-tech <00:08:06.233>press <00:08:06.550>release <00:08:06.980>now.

86
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<v Bill>I <00:08:08.140>can <00:08:08.327>model <00:08:08.820>200 <00:08:09.360>megawatts.

87
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<v Bill>The <00:08:10.960>one-gigawatt <00:08:11.837>target <00:08:12.313>is <00:08:12.669>ambition.

88
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<v Bill>Getting <00:08:14.148>from <00:08:14.420>one <00:08:14.740>to <00:08:14.920>the <00:08:15.033>other <00:08:15.367>means <00:08:15.780>power <00:08:16.242>delivery, <00:08:17.130>cooling, <00:08:18.005>networking, <00:08:19.060>permits, <00:08:19.980>and <00:08:20.140>a <00:08:20.237>demand <00:08:20.660>forecast <00:08:21.332>that <00:08:21.540>has <00:08:21.807>to <00:08:21.924>stay <00:08:22.320>hot <00:08:22.820>for <00:08:23.153>years.

89
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<v Cassidy>The <00:08:24.710>partner <00:08:25.113>split <00:08:25.460>is <00:08:25.700>clear.

90
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<v Cassidy>Ooredoo <00:08:27.346>brings <00:08:27.684>long-term <00:08:28.260>capital, <00:08:29.300>Nokia <00:08:29.750>handles <00:08:30.120>the <00:08:30.230>network <00:08:30.633>layer, <00:08:31.517>NVIDIA <00:08:31.894>brings <00:08:32.140>the <00:08:32.340>stack, <00:08:33.160>and <00:08:33.280>Indosat <00:08:33.940>executes <00:08:34.640>locally.

91
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<v Cassidy>Indonesia <00:08:36.553>is <00:08:36.704>becoming <00:08:37.100>a <00:08:37.210>serious <00:08:37.753>piece <00:08:38.047>of <00:08:38.120>the <00:08:38.240>compute <00:08:38.760>map <00:08:39.153>while <00:08:39.660>a <00:08:39.740>lot <00:08:39.887>of <00:08:39.993>coverage <00:08:40.447>is <00:08:40.540>still <00:08:40.800>staring <00:08:41.284>only <00:08:41.593>at <00:08:41.753>Virginia <00:08:42.200>and <00:08:42.367>Texas.

92
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<v Bill>NVIDIA <00:08:44.196>says <00:08:44.680>its <00:08:45.273>DSX <00:08:46.260>MaxLPS <00:08:47.620>can <00:08:48.164>lift <00:08:48.468>computing <00:08:48.980>capacity <00:08:49.700>by <00:08:49.913>up <00:08:50.047>to <00:08:50.340>40% <00:08:51.254>inside <00:08:52.011>existing <00:08:52.647>power <00:08:53.049>limits.

93
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<v Bill>Great, <00:08:55.513>if <00:08:55.647>it <00:08:55.753>holds <00:08:56.073>under <00:08:56.404>real <00:08:56.724>workloads.

94
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<v Bill>But <00:08:58.405>efficiency <00:08:59.140>gains <00:08:59.620>don’t <00:09:00.020>erase <00:09:00.460>the <00:09:00.628>grid <00:09:00.890>problem <00:09:01.476>when <00:09:01.880>the <00:09:02.007>destination <00:09:02.820>is <00:09:03.020>a <00:09:03.140>gigawatt.

95
00:09:04.749 --> 00:09:08.029
<v Cassidy>If <00:09:04.849>you <00:09:04.957>want <00:09:05.197>more <00:09:05.416>on <00:09:05.576>AI’s <00:09:06.018>impact <00:09:06.456>in <00:09:06.545>government <00:09:06.929>and <00:09:07.059>defense

96
00:09:08.069 --> 00:09:10.669
<v Cassidy>check <00:09:08.309>out <00:09:08.493>Anthropic <00:09:09.211>Pentagon <00:09:09.776>Watch

97
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<v Cassidy>a <00:09:10.869>daily <00:09:11.122>briefing <00:09:11.602>on <00:09:11.757>Anthropic’s <00:09:12.402>fight <00:09:12.701>with <00:09:12.849>the <00:09:13.042>DoD <00:09:13.517>over <00:09:13.800>Claude

98
00:09:14.545 --> 00:09:18.349
<v Cassidy>military <00:09:15.576>AI <00:09:15.929>use <00:09:16.800>autonomous <00:09:17.379>weapons

99
00:09:18.389 --> 00:09:22.589
<v Cassidy>and <00:09:18.616>AI <00:09:18.876>procurement <00:09:19.442>blacklisting—wherever <00:09:21.089>you <00:09:21.195>listen <00:09:21.496>to <00:09:21.656>podcasts.

100
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<v Cassidy>We’re <00:09:23.612>watching <00:09:24.088>two <00:09:24.608>2027 <00:09:25.488>milestones.

101
00:09:26.546 --> 00:09:34.848
<v Cassidy>Together <00:09:27.461>AI’s <00:09:27.864>dedicated <00:09:28.448>NVIDIA <00:09:29.141>HGX <00:09:29.888>B300 <00:09:30.576>inference <00:09:31.058>cluster <00:09:31.461>on <00:09:31.688>IBM <00:09:32.155>Cloud <00:09:32.848>is <00:09:33.239>expected <00:09:33.835>in <00:09:33.908>the <00:09:34.021>first <00:09:34.338>quarter.

102
00:09:35.248 --> 00:09:44.208
<v Cassidy>Zankore’s <00:09:36.101>first <00:09:36.435>phase <00:09:36.821>is <00:09:36.968>scheduled <00:09:37.368>for <00:09:37.508>the <00:09:37.621>first <00:09:37.968>half, <00:09:38.480>with <00:09:38.955>about <00:09:39.248>200 <00:09:39.688>megawatts <00:09:40.235>of <00:09:40.475>GB300 <00:09:41.568>NVL72-powered <00:09:43.195>AI <00:09:43.479>capacity.

103
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<v Cassidy>Links <00:09:45.115>to <00:09:45.208>every <00:09:45.475>story <00:09:45.848>are <00:09:46.021>in <00:09:46.148>the <00:09:46.256>show <00:09:46.528>notes, <00:09:47.221>so <00:09:47.680>take <00:09:47.848>a <00:09:47.920>look <00:09:48.075>at <00:09:48.148>the <00:09:48.272>ones <00:09:48.548>you’d <00:09:48.720>like <00:09:48.901>to <00:09:49.058>explore <00:09:49.468>further.

104
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<v Cassidy>That’s <00:09:51.035>AI <00:09:51.301>Daily <00:09:51.621>Briefing <00:09:52.088>for <00:09:52.288>today.

105
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<v Cassidy>This <00:09:53.808>is <00:09:54.008>a <00:09:54.118>Lantern <00:09:54.718>Podcast.