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Odd Lots
Odd Lots

James van Geelen on the Next Phase of the AI Buildout

Oct 6, 2025 · 38m
AI Summary
  • James van Geelen discusses the massive infrastructure buildout for AI.
  • Billions are funding GPU clusters, data centers, and AI model training.
  • Takeaway: The next phase of AI involves complex financing for immense physical infrastructure.

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