EVENT

Conference Call: Could Jensen just be reasonably optimistic? The Great Replatforming, Part II.

Date and Time
September 5, 2025 — 11:00AM ET
Location
Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

In a very timely manner, as Jensen just touted a $3-4tn Tech. Infra. market for 2030, we publish the second part of our “Great Replatforming” series, in which we look at how much AI investments the global economy can absorb over time.

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