Shilpa Reddy
Shilpa ReddyFO Analyst interested in AI Infrastructure
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | shilpareddyy.substack.com |
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Latest Issues
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The AI Bubble: Risk or Opportunity?
After the 2022 debut of ChatGPT, AI became the dominant theme in investing. This wave of enthusiasm has led to surging stock prices and valuations for AI-associated companies. The unprecedented scale and pace of the AI infrastructure buildo...
Crystallizing AI CapEx & Compute Opportunity
This article is a continuation of my thoughts on the AI infrastructure build out.
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FO Analyst interested in AI infrastructure.
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