Dave McCormick: “There's going to be an enormous need for compute and energy…”

“How it's going to be configured, who the winners and losers are. But I don't think anyone doubts that There's going to be an enormous need for compute and energy infrastructure in the foreseeable future. And so investing in those things certainly has an ongoing value associated with it, regardless of who the winners and losers.” (26:35–26:41)

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