“I think that what's happened there, it's interesting. Because again, it it boils back to the same big question. I mean, Nvidia got this massive step up over the last, you know, three years. Yeah. The the chat GPT step up to plus or minus $200 a share. And if you look at their projections for the next two or three years, they're basically saying, yeah, CapEx, which exploded from, you know, $100,150,000,000,000 to 700,000,000,000 growing much more slowly over the next three to four years.”
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Global AI infrastructure CapEx growth rates in 2026-2029 show deceleration compared to 2023-2025 growth rates; measurable through industry reports and company guidance.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Anastasios predicts at least one multi-hundred-billion-dollar (or trillion-dollar) American open-source AI company will emerge.
Harry Stebbings predicts Fireworks could become a $500 billion company.
Rory predicts that PayPal's board will ultimately accept Stripe's acquisition offer after initially rejecting it as part of standard negotiation tactics.
Harry Stebbings suggests OpenAI's hardware project will be paused or cancelled due to the Apple lawsuit.
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