Inder's Desk Podcast

Clear, accessible conversations about the themes, companies, and assets driving the next market opportunity. I combine fundamentals and technicals to explain what changed, why it matters, where the opportunities are, and what could go wrong. www.indersdesk.com

Inder's Desk Podcast is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Inder's Desk Podcast, a general show with 0 episodes published.

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  Inder's Desk Podcast

  Build Your Own AI Factory

  Aug 17, 202612 minS0

  <p>The artificial-intelligence buildout is entering a new phase.</p><p>The largest cloud companies are still increasing capital spending. NVIDIA has now gone one step further: it announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR intended to mobilize more than $500 billion of third-party capital for AI infrastructure over time.</p><p>That is not another chip order. It is an attempt to turn compute itself into a financeable asset class.</p><p>Power scarcity is creating stranger signals too. Investor Gavin Baker recently highlighted an unusual one: buyers taking engines from old private jets and repurposing...

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  Inder's Desk Podcast

  Not All Neoclouds Are the Same

  Aug 14, 202614 minS0

  <p>"Neocloud" has become shorthand for a much broader AI-infrastructure trade. Strip away the label and three businesses emerge: </p><p>* AI Infrastructure as a Service</p><p>* Infrastructure Landlord</p><p>* Hyperscaler. </p><p>Not all of them sell computing. Hyperscalers also sit outside the neocloud category, even as they shape the economics of everyone inside it.</p><p>This is not a balance-sheet piece. It is a business-type piece. Who owns the GPUs? Who is the customer? Who gets paid? The table below answers those three questions. Every name below cashes the same "AI infrastructure" narrative check. They...

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  Inder's Desk Podcast

  Why the Short Case Is Louder for CoreWeave Than Nebius

  Aug 13, 202612 minS0

  <p>Most investors are making a category error with CoreWeave and Nebius.</p><p>They see two neoclouds buying NVIDIA GPUs, reporting triple-digit growth and announcing tens of billions of dollars in future business.</p><p>So they treat $CRWV and $NBIS as two versions of the same AI trade.</p><p>They are not the same.</p><p>Growth tells you why both stocks can work. Capital structure tells you how much adversity each equity can survive.</p><p>For CoreWeave, a lot must go right at the same time.</p><p>1. The same boom, different financial architecture</p><...

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  Inder's Desk Podcast

  Wiring the AI Factory - Networking Primer

  Aug 12, 202618 minS0

  <p>1. The Expensive Space Heater</p><p>Picture the AI factory: warehouse floors stacked with racks, the fridge-sized cabinets that each hold dozens of GPUs wired together so tightly that software treats a whole cabinet as one giant chip. A GPU that can’t talk to the other 99,999 GPUs on that floor is just an expensive space heater.</p><p>That wiring problem, at every scale from inside one cabinet to between cities, is what this primer maps. You do not need to be a network engineer to invest in AI infrastructure. You need to understand how AI traffic moves, wh...

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  Inder's Desk Podcast

  Who Is Actually Getting Paid From SpaceX’s AI Buildout?

  Aug 11, 202610 minS0

  <p>The three projects</p><p>Three names carry almost all of the money, and they are easy to confuse.</p><p>Colossus I is the Memphis, Tennessee GPU cluster. The first large buildout, powered substantially by on-site gas turbines because grid power could not be had fast enough. This is the site that made the vendor list real: racks, servers, turbines.</p><p>Colossus II is the larger expansion across Memphis and Southaven, Mississippi. Its first 110,000 GB200 processors came online in 91 days, followed by another 110,000 GB300 processors in 64 days. SpaceX says the two facilities now provide approximately one gigawatt...

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