compute revolution
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 10, 2026 by Dan Dreyfus · across every show →
Everything said about compute revolution, oldest first
Jun 10, 2026 bullish
AI compute revolution is vastly more infrastructure-intensive than prior tech cycles
“We have this technological compute revolution that is infinitely more infrastructure intensive than compute was in the last generations, and this is creating this really wild demand shock for infrastructural critical minerals, commodities, at the same time whe…”