JP Insights(@jpinsights):$VRT CEO Giordano Albertazzi pushed back on the idea that slowing frontier AI development would slow the infrastructure buildout. His point is simple. There is still a huge amount of adoption left for what already exists today, while compute demand continues to run ahead of available supply. Like I stated earlier, I spend time listening to the people actually running these businesses to gather information. $VRT remains one of my highest conviction holdings.

JP Insights

@jpinsights

I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA

参加 September 2016

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JP Insights@jpinsights

2026.09.15 12:41

$VRT CEO Giordano Albertazzi pushed back on the idea that slowing frontier AI development would slow the infrastructure buildout. His point is simple. There is still a huge amount of adoption left for what already exists today, while compute demand continues to run ahead of available supply. Like I stated earlier, I spend time listening to the people actually running these businesses to gather information. $VRT remains one of my highest conviction holdings.