In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, Thomas Kato, chief executive officer and founder of Comet Cloud, joins theCUBE + NYSE Wired's Dave Vellante to discuss the company's evolution from Bitcoin mining into a neocloud built for small and medium businesses. Kato traces Comet Cloud's roots to his credit card processing business, where merchant demand for digital payments led him into Bitcoin mining as a form of electricity arbitrage. That same logic carried over to GPU compute. He explains how dedicated, isolated clusters give customers full data security, distinguishing Comet Cloud from shared, virtualized infrastructure.
The conversation also explores how Comet Cloud is securing land and power across the West Coast, Texas and Colorado to build its own data centers, while addressing misconceptions about water consumption and highlighting the blue-collar job creation and tax revenue these facilities bring to communities. Kato unpacks why relationships, not just GPU access, win over customers who could otherwise wait months for hyperscaler capacity, and why bare-metal, dedicated clusters eliminate the "noisy neighbor" problem for regulated industries. He details Comet Cloud's new partnership with Dell Technologies, which is helping design GPU cluster architectures built to OEM-exemplar standards, and breaks down the financing complexities behind billion-dollar GPU contracts, where lenders amortize debt against contract length rather than hardware lifespan. From token factories for small businesses to the looming compute demands of humanoid robotics, Kato outlines a vision where affordable AI access reaches the smallest operators, not just the hyperscale giants.
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Thomas Kato, Comet Cloud
In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, Thomas Kato, chief executive officer and founder of Comet Cloud, joins theCUBE + NYSE Wired's Dave Vellante to discuss the company's evolution from Bitcoin mining into a neocloud built for small and medium businesses. Kato traces Comet Cloud's roots to his credit card processing business, where merchant demand for digital payments led him into Bitcoin mining as a form of electricity arbitrage. That same logic carried over to GPU compute. He explains how dedicated, isolated clusters give customers full data security, distinguishing Comet Cloud from shared, virtualized infrastructure.
The conversation also explores how Comet Cloud is securing land and power across the West Coast, Texas and Colorado to build its own data centers, while addressing misconceptions about water consumption and highlighting the blue-collar job creation and tax revenue these facilities bring to communities. Kato unpacks why relationships, not just GPU access, win over customers who could otherwise wait months for hyperscaler capacity, and why bare-metal, dedicated clusters eliminate the "noisy neighbor" problem for regulated industries. He details Comet Cloud's new partnership with Dell Technologies, which is helping design GPU cluster architectures built to OEM-exemplar standards, and breaks down the financing complexities behind billion-dollar GPU contracts, where lenders amortize debt against contract length rather than hardware lifespan. From token factories for small businesses to the looming compute demands of humanoid robotics, Kato outlines a vision where affordable AI access reaches the smallest operators, not just the hyperscale giants.
In this interview from theCUBE + NYSE Wired: Dell Technologies Symposium, Thomas Kato, chief executive officer and founder of Comet Cloud, joins theCUBE + NYSE Wired's Dave Vellante to discuss the company's evolution from Bitcoin mining into a neocloud built for small and medium businesses. Kato traces Comet Cloud's roots to his credit card processing business, where merchant demand for digital payments led him into Bitcoin mining as a form of electricity arbitrage. That same logic carried over to GPU compute. He explains how dedicated, isolated clusters give...Read more
exploreKeep Exploring
What led you to start Comet Cloud?add
What does "you own the machine" mean — specifically, what do customers get from a dedicated (bare-metal) cluster versus a shared/virtualized infrastructure, and do you provide software on top of the hardware?add
What services do you offer — only infrastructure (bare metal, GPUs, networking, storage), or do you also provide higher-level software and managed services (e.g., Kubernetes, model inference/token-generation)?add
Why don't organizations just use hyperscalers (e.g., AWS) for their AI compute needs?add
What are the financial costs and financing implications of deploying large-scale AI GPU clusters (including hardware and data-center costs, interest/term-sheet considerations, required contracted revenue, and how lenders amortize against contract lengths)?add
