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Altman Dismisses AI Bubble Fears, Citing Unquenchable Compute Demand as Key Driver

Altman Dismisses AI Bubble Fears, Citing Unquenchable Compute Demand as Key Driver

OpenAI CEO Sam Altman acknowledges the AI sector's 'bubbly' traits but argues that massive investments in compute infrastructure are justified by tangible returns. At DevDay 2025, he highlighted partnerships with AMD and Nvidia to deploy billions in GPUs, framing the spending as essential for unlocking future AI breakthroughs. Industry analysts note that while enterprise ROI remains elusive, the race toward AGI fuels an unprecedented appetite for processing power.
The Coming Software Deluge: Why AI-Driven Proliferation Demands Infrastructure Reinvention

The Coming Software Deluge: Why AI-Driven Proliferation Demands Infrastructure Reinvention

Heavybit's Tom Drummond forecasts an era of 'software maximalism' where AI democratizes development, flooding the ecosystem with applications. This impending surge exposes critical gaps in today's infrastructure tooling, creating massive opportunities for foundational innovation. Venture investment is now targeting startups building the next-gen primitives to manage this complex, hyper-personalized software future.