Stanford MSandE435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy

Stanford Online: University Courses & Lectures · Oct 18, 2026 · 1h 2m

For more information about Stanford’s graduate programs, visit: https://online.stanford.edu/graduate-educationFollow along with the course schedule: https://mse435.stanford.edu/Guest Speakers: Sunny Madra, Groq (now Nvidia) and Brad Gerstner, AltimeterInstructor: Apoorv Agrawal is a Stanford Adjunct Lecturer in Management Science and Engineering and a partner at Altimeter Capital.Uploaded 23-07-26Playlist: https://youtube.com/playlist?list=PLoROMvodv4rOAe_DtQYOCKy6_x3irEYV1&si=hI20BgdZqMFtAKS- Learn more about your ad choices. Visit megaphone.fm/adchoices