Fiber Cables

topic on 1 show · 1 statements across 1 episodes

Big Technology

1 statements about Fiber Cables, every show

Kantrowitz: AI Infrastructure Capex Depreciates Rapidly Unlike Dot-Com Fiber
“Unlike the dot-com boom's fiber cables, the latest AI chips rapidly depreciate in value as technology approves, much like an older model car. So yeah, that's actually a big point all this money on the depreciating asset.”
Alex Kantrowitz Sep 29, 2025 ▶ 32:49 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.