Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
AI compute needs to 5x by 2030
The guest presented a thesis that AI compute (flops) needs to increase fivefold by 2030 to cater to projected demand, implying massive ongoing capital expenditure.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.