117 Followers 136 FollowingThe market for AI infrastructure. 100+ suppliers providing hardware, colo space and financing to leading AI labs, neoclouds, trading firms and startups.
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2K Followers 2K Followingquant research @TradeADMIS, @ucberkeleymet assoc president 🌱 lets talk ai, energy, compute, and markets (all opinions are my own; not investment advice)