Notable Capital managing partner Hans Tung argues that the AI era will be defined by physical infrastructure — data centers, compute capacity, and industrial buildout — drawing parallels to steel ships, railroads, and Britain's rise to global dominance.
VC Hans Tung: AI Race Hinges on Infrastructure, Not Just Better Models
Notable Capital managing partner Hans Tung argues that the AI era will be defined by physical infrastructure — data centers, compute capacity, and industrial buildout — drawing parallels to steel ships, railroads, and Britain's rise to global dominance.
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