What is your outlook on the ongoing AI chip and compute narrative?
Replied byFranklin Wang
Founder & CEO at Liquid
Niche: Cryptocurrency
Revenue: Not Publicly Disclosed/month
Location: New York City, New York, United States
Started: 2025
The compute rally has been driven by massive real demand for memory and processing power from frontier AI labs. While the sector has experienced sharp valuation increases, major AI developers continue to sign multi-billion-dollar power and data center commitments, ensuring sustained demand for hardware infrastructure.
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