Despite reports of Microsoft canceling data center leases, AI compute demand is still accelerating. This episode breaks down Wall Street’s ongoing AI skepticism and the reasons why companies like Meta, OpenAI, and Apple are making massive infrastructure bets. Plus, key takeaways from Nvidia’s latest earnings and what reasoning models mean for the future of computing.
Brought to you by:
KPMG – Go to www.kpmg.us/ai to learn more about how KPMG can help you drive value with our AI solutions.
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The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.
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