Futurum Group CEO Daniel Newman talks demand concerns weighing on the AI trade

spoke to a number of other investors who say that this transition from training to inference may also introduce cheaper, less powerful alternatives. John. >> Seema.Thank you. My next guest says Michael Burry, may be right about some specific companies, but the biggest risk remains under investing compared to over investing. Joining me now is Daniel Newman, CEO of Futurum Group.Daniel, great to have you on overtime finally. Okay, so this is kind of pitting Nvidia and its set against the big cloud players, th ...