What does it take to scale Al infrastructure when demand outpaces the rate at which data centres can be built?
I recently sat down with Kyle Okamoto, President of
@AxeCompute, to unpack exactly that.
After helping build a network of more than 400,000
GPUs at Aethir, Kyle says his role at Axe Compute comes down to one word: execution.
But execution in Al infrastructure is easier said than done.
Data centre capacity is increasingly being committed before facilities are even built, creating a major bottleneck around power, space, financing and deployment.
So how does Axe Compute solve a supply problem while keeping up with customers who want to move fast?
And then there's the number that really caught my attention: Axe Compute boasts nearly $700 million in annual recurring revenue from existing signed contracts, with more deals already being closed.
Our conversation goes much deeper.
Watch the interview below and read the full scoop on
@TheStreet here:
thestreet.com/investing/stoc…
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