AI compute infrastructure

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 31, 2025 by Sam Altman · across every show →

Everything said about AI compute infrastructure, oldest first

Oct 31, 2025 bearish

Prediction Not checkable as stated

Altman: An AI compute infrastructure glut is guaranteed to happen

“There will come a glut for sure. And whether that's like in two to three years or five to six, Satya and I can't tell you, but like it's gonna happen at some point, probably several points along the way.”

Sam Altman Oct 31, 2025 ▶ 19:29 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod

Turn any episode into a week of clips.

This entire site, over 40 episodes 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.

AI compute infrastructure

Everything said about AI compute infrastructure, oldest first

Turn any episode into a week of clips.