Keynote Analysis | SC25

In this SC25 keynote analysis segment, theCUBE’s Savannah Peterson, John Furrier, Dave Vellante and Jackie McGuire set the stage for three days of live coverage from St. Louis as HPC finally has its mainstream moment. They unpack how GPU-dense racks, liquid cooling, rear-door heat exchangers and next-gen storage are reshaping data centers for AI, simulation and data-driven science, turning the show floor into an “art show for hardware nerds” and a proving ground for HPC+AI infrastructure at scale.

The conversation then zooms out to the economics and geopolitics of the AI build-out – from quantum’s long runway versus near-term AI gains, to multi-trillion-dollar CapEx bets, renewable energy dynamics, labor constraints and debates over whether an “AI bubble” is forming. The hosts dig into why standards, co-designed architectures with vendors like NVIDIA, emerging storage fabrics for agentic AI, safe innovation sandboxes such as Google’s Agent Sandbox and support from sponsors like Solidigm are becoming critical to keep SC25’s data center boom sustainable, resilient and ready for the next decade.

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00:00 - Intro
00:01 - The Supercomputing Experience: A Warm Welcome and Dynamic Conversations
02:40 - Revolutionizing Technology: The Fusion of Quantum Computing and AI
06:25 - Global Presence and International Investment
09:05 - Data Storage and AI's Future
12:36 - Infrastructure Challenges and Market Dynamics
15:25 - Empowering the Future: Education, Skilled Labor, and Key Industry Insights

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