Episode 703: Your AI Capacity Plan Depends on More Than GPUs
Calvin Hendryx-Parker, co-founder and CTO of Six Feet Up, is back with Keith Townsend to ask whether the AI bubble is bursting and who is left holding the bag. They start with Oracle's Stargate commitments and Keith's objection to funding that build-out with resources from its database and ERP customers, then get to the constraint underneath it all: power. Keith explains how colocation contracts went from floor space to power, why a rack now holds only a few AI servers, and what that means for ordinary enterprise clusters. From there, supplier continuity when your GPU provider is carrying heavy debt or gets acquired, why software teams abstracted from the hardware should still care, and what happened when Keith asked three clouds for GPU access for his labs. Keith closes with a warning about sticky services like CoreWeave's Weights & Biases tooling: plan for hybrid workflows, not just hybrid cloud. Calvin wraps with Six Feet Up's news and the XPRIZE Visioneering event.




