"Turpentine VC" | Venture Capital and Investing cover image

E62: Wing's Chris Zeoli on AI Infrastructure Opportunities

"Turpentine VC" | Venture Capital and Investing

00:00

Investing in AI Infrastructure

This chapter examines NVIDIA's $14 billion investment and its implications for data center upgrade cycles, analyzing whether companies will opt for annual or longer-term chip upgrades. It also highlights the role of AI infrastructure in business applications, focusing on the opportunities and challenges presented by foundation model providers.

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