cloud hyperscalers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2025 by Andrew Ng · across every show →
Everything said about cloud hyperscalers, oldest first
Jul 10, 2025 bullish
Ng: The biggest AI economic opportunities must be at the application layer
“And even though a lot of the PR excitement and hype has been on these technology layers, it turns out that almost by definition, the biggest opportunities have to be at the application layer. Because we actually need the applications to generate even more reve…”