From CapEx Chaos to AI Scale: Kamiwaza CEO Luke Norris on the Future of Enterprise AI Infrastructure
📄 Episode Summary / Show Notes:
The AI infrastructure game is changing—fast. In this episode of The CTO Advisor Podcast, Keith Townsend sits down with Luke Norris, CEO of Kamiwaza, just steps from #NvidiaGTC, to unpack what planned obsolescence really means in a world of $100K GPUs with 18-month lifespans.
🔥 In this episode, we cover:
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Why Blackwell‘s 40x performance/watt leap is more than a hardware story
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The real opportunity in AI inferencing vs. training
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How to build AI factories starting at just 10kW of power
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Why the “system of record” is dying—and how AI-first architecture replaces it
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The business case: Mapping tokens/second to FTE cost models
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Kamiwaza’s big bet on an orchestration layer that decouples software from GPU cycles
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Why abstraction is critical when the stack refreshes every 12–18 months
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Testing reasoning models on Xeon 6 (yes, CPUs!)—and the surprising results
💡 One customer is using AI to handle 30+ data feeds in real-time—eliminating the need for their traditional system of record. What happens when every enterprise app becomes an AI agent?
This episode is a must-listen for IT leaders, architects, and CIOs rethinking how to scale AI in the enterprise.
🔗 Learn more about Kamiwaza: https://www.kamiwaza.ai
🔗 Learn more about The Futurum Group: https://www.futurumgroup.com
