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AI infrastructure

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 21, 2025 by Sriram Sundararajan · across every show →

Everything said about AI infrastructure, oldest first

Jul 21, 2025 bullish
Assertion Not checkable as stated
Sundararajan: Core tech infrastructure investment is at a 30-year high
“You can see companies like NVIDIA that are investing in the tech itself, and we haven't seen such investments going in probably not in the last three decades into the core infrastructure part itself.”
Sriram Sundararajan Jul 21, 2025 ▶ 9:49 Navigating Startup Success: Insights on Venture Capital, Market Disruption, and Mentorship
May 14, 2026 positive
Opinion
Ranjan: Sovereign AI Infrastructure Is As Essential As National Electricity Grids
“I have a hard time thinking how any country cannot own its AI infrastructure. It's like saying my electricity will be provided by somebody else.”
Peeyush Ranjan May 14, 2026 ▶ 1:14:31 S2 Ep10: How to Learn with the New Rules of AI ft. Peeyush Ranjan
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