AI
AI industry value chain
TopicExpert statements
3
2 positive
What experts have said about AI industry value chain
3 statements · 2 positive · 1 neutral
AI-supply-chain companies’ earnings and shares are insulated from doubts.
“if you are part of that supply chain, that a lot of your earnings and your share performance is very much insulated”
Open the episode · Dell Surged, Palo Alto Networks Gains, Credo Technology DeclinesListen at 1:08
AI infrastructure shortages will increase demand across hardware and construction suppliers.
“what we know is if the shortage is as high as what we know it is and everyone's getting into it, then we know that there's going to be a lot more demand for CPUs, GPUs, memory, rack cooling, optical connectors, construction generally.”
Open the episode · AI investors are getting nervous. Should they be?Listen at 15:39
AI value is shifting from foundation models toward applications and infrastructure.
“the real business model is not in the foundational model anymore. It's at the application layer above, and it's in the infrastructure below”
Open the episode · The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?Listen at 11:00
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.