Tommy Kato, Comet Cloud
Thomas Kato of Comet Cloud appears on theCUBE and New York Stock Exchange Wired AI Factories series. Kato draws on a background in payments, blockchain and bitcoin mining to explain Comet Cloud's pivot to providing dedicated graphics processing unit compute for artificial intelligence workloads. They discuss infrastructure strategy such as securing land and power, modular data centers, original equipment manufacturer partnerships, bare-metal clusters and token-based inference models. The discussion is hosted by Dave Vellante and features insights from theCUBE Research team and theCUBE NYSE studio. Key takeaways: Kato emphasizes that sustained GPU access and partner relationships drive customer retention more than short-term capacity spikes. Comet Cloud secures power and land and pursues modular builds to address supply constraints. Kato highlights closed-loop cooling and local job creation as community benefits while analysts note funding, High Bandwidth Memory inflation and contract amortization as near-term commercial challenges. Topics covered include GPU compute, AI infrastructure, data center design, cooling solutions and token-based inference economics. The conversation provides practical insight for small and medium businesses evaluating GPU access options and infrastructure strategies.
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Tommy Kato, Comet Cloud
Tommy Kato
CEO & Founder Comet Cloud
Thomas Kato of Comet Cloud appears on theCUBE and New York Stock Exchange Wired AI Factories series. Kato draws on a background in payments, blockchain and bitcoin mining to explain Comet Cloud's pivot to providing dedicated graphics processing unit compute for artificial intelligence workloads. They discuss infrastructure strategy such as securing land and power, modular data centers, original equipment manufacturer partnerships, bare-metal clusters and token-based inference models. The discussion is hosted by Dave Vellante and features insights from theCUBE Research team and theCUBE NYSE studio. Key takeaways: Kato emphasizes that sustained GPU access and partner relationships drive customer retention more than short-term capacity spikes. Comet Cloud secures power and land and pursues modular builds to address supply constraints. Kato highlights closed-loop cooling and local job creation as community benefits while analysts note funding, High Bandwidth Memory inflation and contract amortization as near-term commercial challenges. Topics covered include GPU compute, AI infrastructure, data center design, cooling solutions and token-based inference economics. The conversation provides practical insight for small and medium businesses evaluating GPU access options and infrastructure strategies.