The Circuit cover image

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

The Circuit

00:00

The AI Infrastructure Conundrum

This chapter examines the growing demand for GPU capacity and electricity, stressing the financial challenges faced by companies in the AI sector. The discussion also considers the implications of emerging AI factories and the role of tokens in the evolving tech landscape, raising questions about resource availability and market sustainability.

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