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E62: Wing's Chris Zeoli on AI Infrastructure Opportunities

"Turpentine VC" | Venture Capital and Investing

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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.

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