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more supply capabilitiesCNBC
•Technology
Technology
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Amazon CEO Andy Jassy talked about the demand for AI chips earlier today.
Byron Dieter , partner at Bessemer Venture Partners , joins John Defterios on the panel.
He says demand from hyper scalers like Amazon is insatiable and demand for NVIDIA chips is going to be diversified in the coming quarters .
And so I, I think we're going to start to see some separation of the application leaders.
The biggest pure plays in AI are still in the private markets.
That's the open AI is the anthropics, even the data bricks of the world who are huge beneficiaries here.
Salesforce is racing to make agent force, you know, part of their offering and has some real tailwinds if they can cannibalize their own core markets.
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