AI hardware

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →

Everything said about AI hardware, oldest first

Jun 30, 2026 bullish
Assertion Supported
Wachen: Over $1B in AI Compute Revenue Generated Every Day
“Every day there's over a billion dollars of revenue in this category, and a lot of it's inference.”
Rob Wachen Jun 30, 2026 ▶ 38:06 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
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