The Programmable Data Center @martin_casado’s Nicira virtualized networking by separating the control plane from the hardware. Cisco offered $600m; VMware bought it for $1.3b. Now that idea is coming to GPU infrastructure. @evanjconrad, CEO of @sfcompute, joins @swyx at …↗
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An episode of Latent Space featuring Evan Conrad (SF Compute) discussing the market for programmable GPU capacity, including physical vs cash settlement and batch vs live inference contract terms. It also highlights SF Compute’s offering to sublease reserved GPU capacity via man…↗
·@LatentSpacePod·Oct 21, 2026·media·gpu-compute-market·latent-space·managed-slurm·programmable-data-center