Stanford MS&E 435/
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrastructure, Capstone Case
OpenAI’s compute lead is becoming an industrial-scale infrastructure problem spanning chips, power, cooling, land, and supply-chain coordination. The episode argues that agentic AI is shifting workloads toward inference, latency, and heterogeneous hardware, while long-term value may move from infra toward platforms and apps.
