John Mao, VAST Data | Nvidia GTC 2024
summary
VAST Data outlines how thousands and tens of thousands of GPUs drive purpose-built AI clouds that use dedicated bare metal and bespoke networking to hit peak performance; partners include CoreWeave, Lambda Labs and Core42. The company ships a new VAST Database on top of petabyte-scale object storage and integrates Nvidia’s BlueField DPU to secure and accelerate data paths. Emphasis is on inference monetization, data preparation, and fine‑tuning domain models from archived enterprise content.
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chapters (8)
- 0:00Introduction at GTC 2024
- 1:04Why AI needs specialized clouds
- 2:28Dedicated bare metal vs hyperscalers
- 4:10Financing alternative AI clouds
- 5:40VAST’s role in AI data centers
- 8:31Late to market advantage
- 9:36Focus on AI inferencing
- 12:07GTC 2024 AI era milestone
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