EPISODE · Dec 4, 2025 · 20 MIN
The AI Riff (Ep24) - "Above the Cloud" Compute
from The AI Riff · host The AI Riff
In this episode, we unpack Google’s “above-the-cloud” compute idea, the real bottlenecks (power, latency, bandwidth), and what this means for lenders focused on unit economics—not sci-fi.Key moments:01:46 — Google’s space-compute “moonshot” (what it is and isn’t)04:35 — Why space favors batch training (latency + bandwidth reality check)08:09 — The $3T data center arms race (+ Google’s 2025 capex signal)#AIinLending #MortgageTech #Banking #DataCenters #SpaceTech
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The AI Riff (Ep24) - "Above the Cloud" Compute
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