Bloomberg Technology
AI Is Powerful for Growing GDP: I/O Fund’s Kindig
Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes…
@kriniokrinio2234
October 21, 2025 at 4:17 pm
Porsche 👎👎
@user-tx9zg5mz5p
October 21, 2025 at 5:40 pm
A.I. is Fusion 2.0😂
@cjplay2
October 21, 2025 at 6:39 pm
Disagree. AGI might be 10 years off, but Fusion is 3-10 years off (Helion sounds very interesting). Predictive AI is here and people are using it. Amazon’s David series has GenAI in it. LLMs are coding functions and classes, not just emails and term papers. Even compute infrastructure.
@user-tx9zg5mz5p
October 21, 2025 at 6:50 pm
@cjplay2👌😂
@Dr.Nvidia
October 21, 2025 at 8:21 pm
The A.I. revolution is Fusion 2.0 which is fueled by Fusion 1.0
@cjplay2
October 21, 2025 at 6:38 pm
AI is in a bubble. My home computer is using llms with a very similar performance to the SaaS chatbots today. Video and audio generation is better in the cloud, sure, but llms will move to phones (think Google tensor chips in phones) including image fixing and editing working today. So the market for datacenters will lean WAAAY less towards AI. Without AGI, this market is in a bubble without real revenue behind it.