JUST DROPPED: Ep. 70 of Infrastructure Matters

My co-hosts Camberley Bates, @thectoadvisor.com, and I explore:

- $255B in aggregate capex by #AWS, #Azure, and #GoogleCloud in 2025
- #OpenAI Deep Research lands + beats all others
- #Google #Gemini 2.0

https://futurumgroup.com/insights/are-hyperscalers-ai-capacity-constrained-gaining-efficiency-with-new-llm-releases/