Volkmar Ulig, a VP of AI Infrastructure known for his expertise in hardware, joins Ambie Ganesan, an AI and analytics partner, and Aaron Baughtman, an IBM fellow, to explore the evolving landscape of AI. They discuss Oracle's strategic shift to AMD chips and its implications for Nvidia’s dominance. The trio delves into the economics of AI investments, debating whether the current cycle is a bubble. They also evaluate the CAISI report on DeepSeek's shortcomings and the bold move of a VC fund replacing analysts with AI agents, highlighting transformative changes in the industry.
