The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Centre is the Most Important Asset | Servers, Steel and Power: The Core Pillars Powering the Future of AI

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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Navigating the Steel and AI Industrial Landscape

This chapter explores critical factors impacting steel supply and the strategic advantages held by tech giants in production scaling. The discussion shifts towards the evolving dynamics within AI development, emphasizing its significance in investment landscapes and the competition between the U.S. and China. Furthermore, it highlights the financing mechanisms for data centers and the psychological factors influencing capital flows in this rapidly changing market.

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