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Shanu Mathew
@ShanuMathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
参加 June 2019
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Databricks describes AI as the “fastest growing part of our business” in a posting for a Product Finance Director covering AI products and GPU investment strategy. In August, it reported a revenue run-rate above $7B, growing >80% YoY. Its AI products had already crossed $1.4B in revenue run-rate in February. Databricks helps enterprises organize and analyze their own data, with machine learning already part of the platform. Generative AI extends that offering across an installed base of 20,000+ organizations, including 70% of the Fortune 500. The role includes planning GPU demand for production inference, procuring capacity across hyperscalers and neoclouds, and managing utilization and cost per token/query. Enterprise platforms like Databricks can aggregate compute demand across many customers as AI becomes part of their existing workflows. The explicit inclusion of neocloud procurement is particularly interesting, although the posting doesn’t disclose spending or capacity volumes. Interested to follow this along…
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