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Future Compute Infrastructure
Brad and Bill discuss the massive investments needed for the future of AI compute infrastructure, with trillions of dollars at stake. Sovereign demand for AI capabilities and competition in the chip industry are key points of focus.
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Brad Gerstner
Bill Gurley
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BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03
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Are we in an AI bubble according to the episode BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03?