AI
AI infrastructure spending
Topic
What experts have said about AI infrastructure spending
3 statements · 1 positive · 2 negative
AI companies have spent over one trillion dollars and plan another trillion next year.
“they've spent over a trillion dollars so far and they want to spend another trillion dollars next year.”
Open the episode · The Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed ZitronListen at 7:30
AI infrastructure spending is real and will eventually generate returns.
“my view is that it's real, that I think there will be a return on all of this capex”
Open the episode · Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresListen at 7:39
AI infrastructure investment has been reactive rather than based on anticipated demand.
“Everything is reactive to the demand that we're having today”
Open the episode · #2521 - Aravind SrinivasListen at 1:12:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.