RE: Nice close6 Oct 2025 22:36
Talking about "spark"
Andy had a standout moment on the call (42 mins onwards) mentioning that they’re already working on their third project and that getting one of the 50 NVIDIA Spark devices was no small feat.
For context, the NVIDIA Spark is about the size of a car radio, low-power, plug-and-play, and designed specifically for AI at the edge. It’s a compact compute powerhouse that can handle serious workloads locally, without needing a massive data centre. Right now, they’re seeding it with Whitespace to see just how far they can push it from a compute perspective in the next few weeks.
Why does this matter? Because the market is shifting. NVIDIA, Google, and Oracle are all moving toward distributed, edge-first AI:
NVIDIA: Spark and DGX platforms bring high-performance GPU compute to the edge. Ultra-compact, coherent CPU+GPU+memory stacks let you prototype and deploy in the same environment. Latency drops, local sovereignty is preserved, and you can scale out to multiple nodes if needed.
Google: Edge TPUs and Vertex AI allow models to run near the data source or in hybrid cloud setups. You get the best models (text, vision, audio, multimodal) running where you need them, not just in centralised clouds.
Oracle: Their Roving Edge Infrastructure and partnership with Google’s Gemini models bring enterprise-grade governance and hybrid cloud flexibility. You can run AI locally or push to the cloud without being locked into a single ecosystem.
This is exactly the environment that Defence Holdings and Whitespace are moving into, edge AI where it matters, first-mover advantage intact.
Not everything needs a data centre anymore. Inference, optimisation, and deployment are happening where the action is factories, vehicles, defence systems.
The next wave of compute isn’t about bigger clouds.
It’s about smarter edges and they’re already there, learning fast, and testing limits.
For anyone tracking this space: the technology is real, the deployments are happening now, and the learning curve for the first movers could set the stage for a significant advantage.