AI infrastructure
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2025 by Vijay Rajendran · across every show →
Everything said about AI infrastructure, oldest first
Dec 16, 2025 bullish
Rajendran: Compute overcapacity will unlock previously impossible AI startup verticals
“I do believe that the capacity that we have is going to create an even, A greater abundance of cognition and compute that is going to make a number of different businesses in different AI verticals and different AI niches possible that previously would have no…”