What podcasts say about AI infrastructure
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about AI infrastructure
6 statements · 3 positive · 3 negative
The AI infrastructure trade will eventually end.
“this AI infrastructure, this AI trade won't last forever”
Open the episode · Will Real Estate Protect Your Portfolio if the AI Bubble Bursts?Listen at 31:01
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
Demand for artificial intelligence infrastructure remains robust.
“Demand for artificial intelligence infrastructure remains robust according to the company.”
Open the episode · SpaceX and La-Z-Boy Higher; CarMax ReportsListen at 4:02
The compute revolution is creating a major infrastructure demand shock.
“this is creating this really wild demand shock for infrastructure”
Open the episode · Dan Dreyfus: America's Critical Minerals Crisis is HereListen at 3:04
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.