artificial intelligence compute
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 artificial intelligence compute, oldest first
Aug 28, 2026 bullish
Casado: AI compute demand will persist for decades like electricity
“The right analog here is like the steam engine or electricity. In the following way, like, we've introduced this new thing that you can turn to work, and there's some very obvious applications now, but there's probably 3040 years of throwing computer problems.…”