🧠 𝐔𝐍𝐃𝐄𝐑𝐒𝐓𝐀𝐍𝐃𝐈𝐍𝐆 𝐈𝐍𝐅𝐄𝐑𝐄𝐍𝐂𝐄
AI is shifting from model training to 24/7 usage. This “inference era” drives demand for GPUs, servers, networking, power and cooling. Here’s why I invest in the picks & shovels of the inference economy.
🤝 NVIDIA & OpenAI
This is a great deal and the partnership isn’t just about GPUs. On the surface, it looks like guaranteed compute capacity for OpenAI, but
𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰.
𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰.
When markets flip, panic usually isn’t about the price—it’s about not understanding what you own. The same blind spot makes people think
John Maeland — AI Infrastructure & Inference Investing
I’m a Norwegian tech investor focused on what AI actually runs on: GPUs, servers, high-speed networking, power/cooling, and the cloud platforms where inference
Tech volatility
Tech stocks are not like the broader market. They move faster, swing harder, and often scare people out right before the biggest gains.
When people