Kim Forrest
๐ค SpeakerAppearances Over Time
Podcast Appearances
Sure.
Well, I think we have to have many options, right?
We do own some NVIDIA, but we also own AMD, Micron, and believe it or not, Intel.
AI is real, and AI is going to have very different needs.
Well, there's going to be some data centers, but not as many as are planned currently.
And I think that's the big thing that even, you know, last week's big cha-cha-cha in the world of AI was the Brad Gessner and Sam Altman interview where, you know, they're saying, where are you getting the money, Sam?
So, I mean, there's a lot of concern about the whole theory of we need all of these data centers.
Well, I am.
And the other thing is, is whenever we discover that we don't need the brute force method, these chips will be instrumental in that.
Right.
So I think we're going to deploy money.
It's just differently than the way we're currently thinking.
How about that?
Well, today's your lucky day.
And I'm Katie Greifeld.