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What Investing in AI Really Means With Eric Chu
On this episode of the On The Rise Podcast, host Jeremy Dyer talks with Eric Chu, co-founder of Trade Desk Securities and a 20-year veteran of Wall Street and digital infrastructure. In the show's first deep dive on AI, Eric explains what people are actually buying when they "invest in AI" — the software layer of large language models versus the data centers and infrastructure that power all of it. He breaks down why AI's exploding power demand is driving interest in nuclear energy, whether AI mirrors the 1990s internet, what it really takes to build an AI-ready data center, and how AI is…
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