availability zones
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 12, 2025 by Chris Sharp · across every show →
Everything said about availability zones, oldest first
Jun 12, 2025 positive
Sharp: AI inference, not training, will drive future data center growth
“I would say that there's been a lot of growth in that, but we see that kind of leveling out where we really see the consumption of AI or inference that's driving that regional specific growth going forward. And I think that's where it's more embedded. And a lo…”