Webinar Recap: Cloud AI – Trillion-Dollar Infrastructure, Companies & Compute Trends

The Trillion-Dollar Cloud AI Spends & Opportunities is a supply chain-driven push to build cutting-edge AI infrastructure that enables and catalyzes AI application demand from enterprises to consumers.

In this webinar, Neil Shah, VP of Research at Counterpoint, breaks down the trillion-dollar build-out of Cloud AI infrastructure, from silicon to software, and where the real value is being captured across the stack.

Topics covered:

How value is generated across the Cloud AI infrastructure stack
Who's capturing that value today, and who's positioned to next
Where the infrastructure bottlenecks are, and how they're being resolved
How Waferonomics is driving Tokenomics — and everything connecting the two

Autor

Neil Shah

Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.

Topics covered:

How value is generated across the Cloud AI infrastructure stack
Who's capturing that value today, and who's positioned to next
Where the infrastructure bottlenecks are, and how they're being resolved
How Waferonomics is driving Tokenomics — and everything connecting the two

Webinar Recap: Cloud AI – Trillion-Dollar Infrastructure, Companies & Compute Trends

Topics covered:

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