“Most of the people who are going to make money are the makers of the picks and shovels in a gold rush. It's a GPU race, whether it's amongst the US providers or internationally. There are a bunch of startups that are developing AI chips that are going to be far more energy efficient that are going to get deployed, so that game will also evolve.”
On the economic dynamics of the AI industry
Infrastructure suppliers are poised to reap the most significant financial rewards in the competitive global landscape.
