AI inference providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 23, 2026 by Rory O'Driscoll · across every show →
Everything said about AI inference providers, oldest first
Jul 23, 2026 bearish
O'Driscoll: AI inference providers will become significantly more CapEx-intensive
“If I'm buying data center compute and then effectively selling data center compute with hosted LLM, at some point I'm going to want to own my own data center assets to have more control of my destiny, which means vertically integrating downwards, which also me…”