Felix Ejeckam
Co-Founder & CEO · Akash Systems
Position Evolution
3 tracked across this operator's appearancesSame operator, on the record, on the same topic, at different points in time. Each delta below is anchored to verbatim transcript spans verified against source — no paraphrases. This is the alumni-graph moat: SemiAnalysis cannot reproduce this query because they don't have the speaker-stable corpus.
Existing infrastructure vs. new power build
Hardenedconfidence 88%The core message—avoid new power infrastructure by using diamond cooling—is the same, but the latest appearance quantifies the benefit as doubling compute capacity and frames it in terms of pulling 2027-2028 revenue into 2026. The argument has become more commercially precise and forward-looking, reflecting a maturing sales narrative.
"I'll comment on that and say that we actually support not building any new power supply. So you can take your existing power plants, your existing power capacity using our technology, and you would get more compute."
Source on theCUBE ↗"Rather than go build another gigawatt plant, how about we help you double the capacity in that existing infrastructure? So we will let you double your compute, for example, using our diamond cooled technology."
Source on theCUBE ↗Diamond cooling energy savings per server
Hardenedconfidence 82%In the earliest appearance the $1M-per-server figure was framed as an estimate; in the latest it is stated as a matter-of-fact deliverable tied to a specific $300M contract announcement. The shift from 'we estimate' to a declarative claim signals growing commercial validation and confidence in the number.
"Roughly, we estimate about a million dollars that you get per server operating with diamond cooling in your GPU."
Source on theCUBE ↗"typically speaking, we're talking about a million dollars is how much our technology gives to every operator of a server per server."
Source on theCUBE ↗Geopolitical supply-chain risk concerns
Shiftedconfidence 75%In June 2 Ejeckam devoted significant airtime to geopolitical war risk and supply-chain fragility as existential threats to the AI revolution. By June 10 the framing had shifted entirely to resource scarcity (energy, water) as the defining global challenge, with no mention of war or the Strait of Hormuz. The pivot suggests a deliberate move toward a more investor-friendly, product-centric narrative.
"I think that the war currently going on in the world is potentially problematic. The revolutions that we are all talking about, I think the ball has been set in motion. They're going to happen in the next 12, 24, 36 months. Various verticals are going to see so much tremendous leap in the way that we as humans conduct our lives. Medicine, I think, is going to see tremendous revolutions, but all of that could get tripped if we don't fix this war going on, if it doesn't come to an end."
Source on theCUBE ↗"The problem, however, is global, absolutely is global, and that's a problem of limited resources, energy, limited water, and the like."
Source on theCUBE ↗All theCUBE appearances (4)
theCUBE + NYSE Wired: AI Factories - Data Centers of the Future | Felix Ejeckam, Akash Systems
GUEST · Akash Systems · Co-Founder & CEO
theCUBE + NYSE Wired: AI Factories - Data Centers of the Future | The Inference Engine: Building AI That Performs at Scale
GUEST · Akash Systems · Co-Founder & CEO
theCUBE + NYSE Wired: The AI Factory - Data Center of the Future | Felix Ejeckam, Akash Systems
GUEST · Akash Systems · Co-Founder & CEO
theCUBE + NYSE Wired: The AI Factory - Data Center of the Future | The Inference Engine: Building AI That Performs at Scale
GUEST · Akash Systems · Co-Founder & CEO