AI infrastructure
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →
Everything said about AI infrastructure, oldest first
Oct 11, 2024 bearish
AI will hit a trough of disillusionment as revenue lags infrastructure buildout
“And that kind of starts to tell you that we make it close to the trough of disillusionment at some point where all this, you know, the infrastructure that was built and the idea is build it and they will come. You know, the people actually don't come. The reve…”
Feb 11, 2026 bullish
May 15, 2026 neutral
Rangwalla: AI buildout is hindered by unprecedented simultaneous bottlenecks across sectors
“I mean, it's, I've never seen so many bottlenecks at the same time, and I think that is what makes it so hard, because if it's just one vertical slice that's the bottleneck, you can say, okay, well, if they put enough dollars in, they'll be able to solve the b…”
Jul 17, 2026 bearish
Liang predicts data centers will support only three to four AI chips
“As much as these data centers and service providers are heterogeneous, right, they're using different chips, NVIDIA and other chips, it's not going to be a hundred different chips. It might be two or three. Maybe three or four, right? That's as heterogeneous a…”