May. 29 at 2:38 PM
$RUM MIKE MASCI DIDN’T WALK AWAY FROM A MULTI‑BILLION‑DOLLAR
$INTC DATA CENTER CAREER TO BABYSIT A NICHE VIDEO APP
$RUM HIRED AN INTEL VETERAN CFO WITH DEEP CLOUD AND AI INFRA EXPERIENCE RIGHT AS IT MOVES TO CLOSE NORTHERN DATA AND ADD ~24K NVIDIA GPUS INTO ITS STACK
WE’RE STANDING AT THE FRONT END OF A GLOBAL
$7T‑PLUS AI INFRASTRUCTURE BUILDOUT OVER THE NEXT DECADE — YOU DON’T BRING IN AN
$INTC DATA CENTER CFO AND A 24K GPU FLEET UNLESS YOU PLAN TO BE A REAL PLAYER IN THAT SPEND
THIS IS A “BABY HYPERSCALER” SETUP: ~
$4B MARKET CAP, A
$1B+ FORWARD REVENUE RUN‑RATE IN SIGHT, AN
$INTC VET RUNNING THE NUMBERS, AND EXPOSURE TO THE SAME
$NVDA‑POWERED AI CLOUD WAVE DRIVING
$AMZN AND
$MSFT
https://datacentremagazine.com/articles/ai-infrastructure-to-require-7tn-by-2030-says-mckinsey
