EP.012: Hydra Host: "The GPU Whisperer"
Welcome to Pitch The PM, where host Doug Garber is joined by Aaron Ginn, CEO and Co-founder at Hydra Host.
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In this episode, Doug Garber and Aaron Ginn to unpack the forces reshaping the global AI infrastructure stack. They dive deep into Nvidia’s growing dominance and explore how CEO Jensen Huang is building an ecosystem designed to sideline the hyperscalers, financing their destruction while capturing more of the value chain.
Aaron breaks down the shift from public cloud to bare metal, the margin squeeze facing Amazon, Microsoft, and Google, and why GPU infrastructure, not models or…
The skinny
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