M. V. Cunha
@mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Joined July 2020
398 Following 95.2K Followers
We need more compute.
$DELL ON AI INFERENCE DEMAND:
“Inference has passed training and is pure demand on our industry”
Dell expects inference token demand to grow 87x to 3,600 quadrillion tokens by 2030, while training demand grows 5x
“Enterprise agentic to be the single largest workload by 2028”
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