AI
AI infrastructure
TopicHeard in 1 episode across 1 show since Aug 2026
Episodes
1
across 1 show
First heard
Aug 2026
Expert statements
5
3 positive · 2 negative
Episodes per month
Public PodLume episodes featuring it, over the last year.
1
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 1 |
| Sep 2026 | 0 |
| Oct 2026 | 0 |
What experts have said about AI infrastructure
5 statements · 3 positive · 2 negative
Current AI infrastructure markets show unprecedented revenue, profits, and profit growth.
“What we're seeing now is revenue and profits and growth in revenue and profits that we've never seen before.”
Open the episode · GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil DealListen at 12:13
Micron, Western Digital, and U.S.-listed SK Hynix shares are higher today.
“The AI infrastructure trade. You still have Micron, Western Digital and then US listed shares of SK Hynix higher today.”
Open the episode · Tesla Tumbles, American Airlines Sinks, Allegion RisesListen at 2:23
AI development is constrained by shortages of compute, chips, and power.
“Everyone's bottlenecked by not having enough compute. And we don't have enough chips, we don't have enough power.”
Open the episode · #2521 - Aravind SrinivasListen at 1:11:48
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.
Episodes
1 episode featuring AI infrastructure, newest first
