Rohit Agarwal, managing director at Peak XV says the cost of processing tokens is going to drop dramatically and also that the buildout of AI infrastructure will have to accelerate dramatically.
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India is set to shed its AI laggard tag as massive investments flow into data centers, power and other core AI infrastructure,…
Tech investors told CNBC that they were watching 'pick-and-shovel' infrastructure stocks, derivative power plays and…
This AI stock has a more visible path to victory than its hyperscaler peers.
The companies are among the opportunities he sees outside of the "Magnificent Seven" for his firm's growth strategy.
Capital flows from eager mainland China-based investors are flowing into these artificial intelligence plays.
While Big Tech deals draw eyeballs, opportunities lie in those flying under the radar but supporting the AI supply chain.
