Inside AI's GPU Economy & Infrastructure Boom | Sam Hogan, Kuzco – Empire

Inside AI's GPU Economy & Infrastructure Boom | Sam Hogan, Kuzco – Empire — Transcript

Market views

Bullish

KUZCO— Kuzco, a spot market for AI inference, matches sellers of idle compute cycles with developers seeking access to AI model outputs, presenting a promising market opportunity in the evolving AI industry.
AIINF— The AI industry is experiencing a significant shift from training-focused to inference-focused compute usage, indicating a growing market opportunity in AI inference.
SOCIALMEDIA— The future convergence of crypto, AI, and social media presents an interesting long-term opportunity, with social aspects being particularly promising.
SOL— Solana has shown interesting and unique features that have reignited interest in its potential as a blockchain platform.

Bearish

NVDA— Nvidia's strategy of selling H100 GPUs to data centers may face challenges as the market dynamics for AI compute are changing, potentially affecting their long-term pricing power.

Not investment advice.