
Markets and the China Effect, Hurricane Milton Factors, Nvidia's #2 10/8/24
Squawk on the Street
00:00
Evolving Computational Needs in AI and Infrastructure
This chapter delves into the evolving compute models driven by advancements in AI and their impact on infrastructure needs. It highlights challenges in chip manufacturing, shifts in tech company expectations, and the critical relationship between AI revenue and operational costs.
Play episode from 19:25
Transcript


