AI infrastructure

“I think for sure there's gonna be more M&A, and I think the valuations will be high, not because these companies have a lot of revenue yet, but because it's very strategic for these big infra companies to assemble the end-to-end toolchain.”

“He spent about a billion of capex this quarter on AI infrastructure.”

“I think the world needs a lot more AI infrastructure, a lot more than it's currently planning to build, and with a different cost structure.”

“So if you fast forward another 2436 months, I do think that there's a great reason to be optimistic that there's going to be extraordinary ROI based on the infrastructure that's being built.”

“And it's driving the biggest capital investment in human history.”

“The investments they're making in people are actually rounding errors compared to the investments they're making in infrastructure”

“My sense is that we're probably, you know, a couple of hundred billion dollars, maybe a few hundred billion dollars into a Multi-trillion dollar infrastructure build out.”

“And also one other constraint is going to be that at some point here, we may be token constrained, right? I mean, we may not have enough energy like we've talked about, Even though the chips are getting so much better that tokens per second, tokens per watt, a…”

“The progression of our business in that area sort of gone from like two billion to ten billion to twenty five billion to This year it'll be like fifty billion.”

“One of the most important ones is one that we're working on that basically turns the telecommunications base stations Into part of the AI infrastructure. So now, all of the, it's a two trillion dollar industry. All of that in time will be transformed into an e…”

“Google has made a commitment to deploy two hundred billion dollars in capex this year in AI infrastructure data center build out.”