AI hardware

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2026 by Martin Casado · across every show →

Everything said about AI hardware, oldest first

Aug 28, 2026 bullish

Prediction Not checkable as stated

Casado: Hardware optimization will directly dictate AI business margins and upside

“We may actually be entering an era where the optimization in the hardware is absolutely meaningful to the upside of the business in a way that we haven't seen in the past.”

Martin Casado Aug 28, 2026 ▶ 44:17 Why Top Founders Are Racing Into AI Infrastructure

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AI hardware

Everything said about AI hardware, oldest first

Turn any episode into a week of clips.