AI infrastructure
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Nov 8, 2024 by Matt Turck · across every show →
Everything said about AI infrastructure, oldest first
Nov 8, 2024 neutral
Oct 30, 2025 negative
Major tech companies abandon green commitments to secure AI power
“Well, a year or two ago, big companies did make commitments to be green as of, you know, as of, you know, as soon as they started inking deals with you know, nuclear companies and, Various energy providers for data centers, all those commitments basically got,…”
Feb 5, 2026 neutral
Patel: Much of current AI infrastructure spending yields no immediate financial return
“That's what's happening today is that people are spending all this infra money on infra and there's no return for a lot of it, right? A lot of it is just doing research and like trying to get adoption and it's free users.”