Patrick (Potrock_)

AI and developer-focused analyst who explains model and hardware technicalities, covering topics like inference chips, latency, and compute partnerships; frequent on-show commentator on AI product and capabilities developments.

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Jan 17, 2026 • 40min

This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick

In this discussion, Patrick, an AI and developer-focused analyst, delves into Galaxy Digital's major power approval in Texas, emphasizing its implications for the data center sector. He reveals insights about the $10 billion partnership between OpenAI and chipmaker Cerebras, spotlighting how Cerebras chips could revolutionize AI latency and throughput. They also explore the potential for a Cerebras IPO and compare competitors in the chip market. Tune in for a captivating look at the future landscape of AI and computing!

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