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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click below to listen or on this link: https://podcasters.spotify.com/pod/show/montaka
In this Montaka Spotlight Series podcast, Andy sits down with Amit Nath to challenge the prevailing narrative that AI is in a bubble. As a prelude to Montaka’s forthcoming white paper on AI infrastructure, they explore critical misperceptions about hyperscale cloud providers.
Perfect for: Investors, tech analysts, and anyone seeking to understand the real economics behind the AI infrastructure boom beyond the headlines.
Related Content: Watch for Montaka’s comprehensive white paper on AI bubble arguments, coming soon.
Key topics covered:
00:00:33 – The Neo-Cloud Misconception: CoreWeave vs. True Hyperscalers
00:01:41 – Barriers to Entry: Are They Really Falling?
00:03:01 – Oracle’s Gamble: A Case Study in Value Destruction
00:04:14 – Why Training Infrastructure ≠ Production Infrastructure
00:05:36 – The Fungibility Myth: When Cloud Infrastructure Matters
00:07:00 – Google’s TPU Cost Advantage: 44% Cheaper Than Nvidia
00:08:36 – Breaking Free from the Broadcom Tax: MediaTek Partnership
00:12:47 – Software Moats: Attacking Nvidia’s CUDA Dominance
00:13:05 – Inference vs. Training: Why Ecosystems Win
00:15:38 – The Dual-Use Advantage: Internal Demand De-Risks Buildouts
00:20:40 – Real Options: From Transformers to Quantum Computing
00:22:29 – Google vs. Nvidia: The Disruption Opportunity
