In this Montaka Spotlight Series podcast, Andy sits down with Amit Nath to challenge the prevailing narrative that AI is in a bubble. As a prelude to Montaka's forthcoming white paper on AI infrastructure, they explore critical misperceptions about hyperscale cloud providers.

Perfect for: Investors, tech analysts, and anyone seeking to understand the real economics behind the AI infrastructure boom beyond the headlines.

Related Content: Watch for Montaka's comprehensive white paper on AI bubble arguments, coming soon.

Key topics covered:

00:00:33 - The Neo-Cloud Misconception: CoreWeave vs. True Hyperscalers

00:01:41 - Barriers to Entry: Are They Really Falling?

00:03:01 - Oracle's Gamble: A Case Study in Value Destruction

00:04:14 - Why Training Infrastructure ≠ Production Infrastructure

00:05:36 - The Fungibility Myth: When Cloud Infrastructure Matters

00:07:00 - Google's TPU Cost Advantage: 44% Cheaper Than Nvidia

00:08:36 - Breaking Free from the Broadcom Tax: MediaTek Partnership

00:12:47 - Software Moats: Attacking Nvidia's CUDA Dominance

00:13:05 - Inference vs. Training: Why Ecosystems Win

00:15:38 - The Dual-Use Advantage: Internal Demand De-Risks Buildouts

00:20:40 - Real Options: From Transformers to Quantum Computing

00:22:29 - Google vs. Nvidia: The Disruption Opportunity

Tags: AI infrastructure, hyperscalers, cloud computing, Google TPU, Nvidia, Microsoft Azure, Amazon AWS, neo-clouds, CoreWeave, Oracle, OpenAI, AI bubble, investment analysis, technology investing, semiconductor industry, R&D accounting, depreciation, quantum computing, PyTorch, CUDA, inference vs training, Montaka

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