AI training and inference infrastructure

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 28, 2025 by John Coogan · across every show →

Everything said about AI training and inference infrastructure, oldest first

Jan 28, 2025 bullish

Assertion Supported

Coogan: Nvidia Holds Near-Monopoly on AI Training and Inference Capex

“They wound up with a basically something close to a monopoly in terms of share of aggregate industry capex that's spent on training and inference infrastructure for artificial intelligence.”

John Coogan Jan 28, 2025 ▶ 2:36 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy

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AI training and inference infrastructure

Everything said about AI training and inference infrastructure, oldest first

Turn any episode into a week of clips.