DeepTech DeepTech Ep5: Upon Further Review, We’re Still Early In AI
Sep 12, 2025
Explore Oracle's impressive $250B market cap surge and its implications for AI investments. Dive into the transformative landscape driven by tech giants like NVIDIA and Apple, highlighting their custom silicon strategies. Discuss Siri's shortcomings compared to advanced competitors and potential growth opportunities for Apple in the AI space. Unpack the excitement and skepticism surrounding the AI boom, while shedding light on the evolving demands for specialized hardware in achieving efficiency and competitiveness.
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Mega Caps Betting Big On AI
- Mega-cap companies now show strong conviction and are pouring huge capital into AI infrastructure.
- This collective investment differentiates the AI boom from the 1990s internet era and accelerates adoption.
Big Guidance Signals Intent, Not Precision
- Oracle's 2030 guidance is likely wrong in detail but signals their strategic intent and scale of ambition.
- Demand for model capacity remains ahead of supply, so constraints persist for model providers.
AI Demand May Be Unbounded
- Intelligence demand may have no clear finite ceiling unlike internet connectivity.
- Providers report capacity constraints, indicating we haven’t hit peak demand for compute yet.
