Rajendran: Compute overcapacity will unlock previously impossible AI startup verticals
Vijay Rajendran · Over Capacity Built the Internet. Vijay Says AI Is Next · Dec 16, 2025 · at 25:54
Vijay Rajendran explains how overcapacity in AI compute infrastructure will parallel the dot-com fiber boom by enabling downstream startup applications.
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“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 not been like you know, feasible. And so the, what we'll, we'll see is more startups, more ideas in different verticals, changing industry building things that make our lives better.”
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