supply side

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 10, 2026 by Aram Verdian · across every show →

Everything said about supply side, oldest first

Sep 10, 2026 neutral

Insight

Verdian says AI's primary bottleneck is supply-side infrastructure, not end-user demand

“The bottleneck in AI today is not demand. It's on the supply side. So you got energy, the grid data center, then you got chips, then you got frontier models and apps.”

Aram Verdian Sep 10, 2026 ▶ 46:46 Why Investors Are Rethinking Everything for the AI Era

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supply side

Everything said about supply side, oldest first

Turn any episode into a week of clips.