The Programmable Data Center — Evan Conrad, SF Compute
This was recorded on the sidelines of the new Compute Trading track at AIE NYC.
Proof1 independent outlet
Key points
- In the early days of cloud, former guest Martin Casado made something so disruptive that Cisco was threatened enough to pay $600m for it, and VMware outbid for $1.3B:
- At AI Engineer New York, we went deeper: what does it take to physically deliver a GPU contract, and what has to be true before a market in compute can become liquid?
- Evan describes SF Compute’s expansion with a hotel analogy.
- SF Compute began by trying to sublease a cluster; the company has since built much of the operating capacity of a cloud to deliver the compute traded on its market.
Sources (1)
- [1]The Programmable Data Center — Evan Conrad, SF ComputeLatent Space · Oct 20, 07:31 PM
This was recorded on the sidelines of the new Compute Trading track at AIE NYC.
In the early days of cloud, former guest Martin Casado made something so disruptive that Cisco was threatened enough to pay $600m for it, and VMware outbid for $1.3B:
Extractive summary: sentences quoted from the sources.
Before this
- Oct 20, 2026BitMTP: When Multi-Token Prediction Meets Low-Bit Large Language Models
- Oct 20, 2026[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback
- Oct 20, 2026Matrix-Game 4.0: Harnessing Video Models for Real-Time Playable Game Worlds
- Oct 19, 2026Push-based KV transfer to improve TTFT and TPOT for disaggregated inference in vLLM
- Oct 19, 2026NVIDIA Cosmos3-H-Dreams: Bringing Clinical Surgery to Life Through Generative Simulation
- Oct 19, 2026Calling all GPUs: help us benchmark SonicBoom v0.0.3 — a compiler-first AI runtime that beats llama.cpp on decode
