AI infrastructure capex

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 13, 2025 by Ranjan Roy · across every show →

Everything said about AI infrastructure capex, oldest first

Oct 13, 2025 bearish

Opinion

Roy: AI Infrastructure Investments Only Make Sense with Heavy-Compute AGI

“I think that the overall, the only way any of this makes sense is if we realize this vision of just like heavy compute AGI, which there's no real signs pointing to, at least that I can see.”

Ranjan Roy Oct 13, 2025 ▶ 8:38 AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?

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AI infrastructure capex

Everything said about AI infrastructure capex, oldest first

Turn any episode into a week of clips.