Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
BG2Pod with Brad Gerstner and Bill Gurley
00:00
AI Growth and Market Dynamics
This chapter explores the rapid expansion of a server division within a tech company, driven by surging AI orders and the challenges of building large GPU clusters. It discusses the importance of on-prem AI deployments, market trends, and recent legislative changes impacting the tech industry. The speakers highlight the need for skilled immigration reform and intelligent regulations to maintain competitiveness while fostering innovation.
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