manufacturing intelligence

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 29, 2026 by K.R. Shridhar · across every show →

Everything said about manufacturing intelligence, oldest first

Jun 29, 2026 positive
Insight
Shridhar: AI Data Centers Evaluate Power on Value Creation, Not Cost
“It is the primary input to manufacturing intelligence. At the end of the day, when you look at it end to end, it's neither price nor cost, it's value.”
K.R. Shridhar Jun 29, 2026 ▶ 51:22 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
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