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CoreWeave's founders discuss their rapid rise in the AI infrastructure market, defending their business model against claims of being an AI bubble, and explaining how they've strategically built data centers and acquired GPUs through carefully structured long-term contracts with major tech companies.
A deep dive into the complex world of data center financing, exploring the challenges of power interconnection, tenant diversification, technological risks, and the emerging financial structures supporting the massive AI-driven infrastructure build-out.
Nvidia's record Q3 earnings of $57 billion reveal strong AI demand, but experts warn of potential financial bubble risks due to excessive borrowing by companies purchasing AI infrastructure.
Lyn Alden discusses the current state of the U.S. economy, AI investment, Bitcoin, and the potential for an AI bubble, highlighting the two-speed economy driven by AI capital expenditure and fiscal deficits while expressing a moderate bullish outlook on AI's long-term transformative potential.
A deep dive into the complex world of AI compute infrastructure, exploring how data centers, GPU clusters, and financial engineering are shaping the future of technological innovation and global AI competition.
A deep dive into China's AI and military capabilities reveals a complex competition with the US, focusing on data centers, renewable energy, and emerging technologies like flying taxis, with both countries pursuing different strategies in the race for technological supremacy.
Industry leaders discuss the critical infrastructure challenges and innovations required to support the massive AI data center buildout, highlighting the collaborative ecosystem driving America's AI leadership through power generation, cooling, and technological advancements.
Jack and Max discuss the Magnificent Seven's massive AI capital expenditures, credit market "cockroaches" like Broadcom Telecom fraud, and the Federal Reserve's potential balance sheet expansion, highlighting the ongoing AI investment boom and emerging market stresses.
A deep dive into the unprecedented AI infrastructure buildout, exploring how power, compute, and networking are being reinvented across chips, data centers, and global systems, with experts from Google and Cisco discussing the massive scale and geopolitical implications of this technological transformation.
Thomas Laffont of Coatue discusses the evolving AI infrastructure landscape, the death of traditional systems of record in enterprise software, winning strategies in venture investing, and the importance of founder magnetism and mentorship in building transformative technology companies.