The AI Boom Is Bigger Than Chips

In this episode, Akshay Jogani from Xponent Tribe joins SOIC to decode the AI Data Center industry from first principles. We explore how AI, LLMs, GPUs, and data centers work, why global tech giants are investing hundreds of billions of dollars in AI infrastructure, and how the entire AI value chain is evolving. The discussion covers data center capacity, power generation, power distribution, chips, cooling, networking, key global and Indian companies, capital cycle opportunities, bottlenecks, risks, and the long-term investment thesis behind one of the biggest infrastructure build-outs of this decade.

👉 If you want to understand the AI infrastructure ecosystem and identify long-term investment opportunities before the next wave of AI growth, this episode is worth your time.