Why This Investor Says the AI Boom Isn’t the Next Dot-Com Crash
The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, Andreessen Horowitz’s Martin Casado talks about whether the big bet will pay off. Photo: Alexis Green
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Bold Names
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
