The AI infrastructure build-out debate just…

Jan 31

Obligatory post from an infra VC threading together all of the hottest topics from the past few weeks — DeepSeek, Stargate, Big Tech capex

Read →

1 Comment

Li Jiang

Jan 31

i was seeking wisdom on the internet today, thanks for this deep analysis.

Expand full comment

Reply

Share

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts

Next Big Teng

The AI infrastructure build-out debate just…