The Information's TITV cover image

Hemant Taneja on Global AI Investing & Energy Needs, AI Team Inefficiency | Sep 24, 2025

The Information's TITV

00:00

Who Bears Risk From Compute Overcapacity

Hemant explains infrastructure developers and data-center builders face the biggest risk, while startups can rent capacity as needed.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app