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fiber cables

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Alex Kantrowitz · across every show →

Everything said about fiber cables, oldest first

Sep 29, 2025 bearish
Insight
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?
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