🔮 Infrastructure, investment and the great AI bottleneck of 2025

from Exponential View by Azeem Azhar · host Azeem Azhar

This is a free preview of a paid episode. To hear more, visit www.exponentialview.coI spoke yesterday with Dylan Patel, founder of SemiAnalysis, one of my go-to experts on semiconductors and data center infrastructure. Several key themes emerged about where AI might be headed in 2025.

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This episode was published on December 6, 2024.

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