SPEAKER PROFILE
LIN WEI
林威
AI Infrastructure Investor · Meridian Capital
Two-decade investor across public and private AI infrastructure. Tracks the GPU supply chain from TSMC to the datacenter, and writes on the macro forces shaping compute markets.
ORGANIZATION
Meridian Capital
The World AI Organization is an international body dedicated to the responsible development and governance of artificial intelligence. Its mission is to ensure AI technologies are safe, ethical, and accessible to all nations and communities.
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1 EPISODES
NOW PLAYING · EP. 142 · 11.28.2026
THE AI INFRASTRUCTURE BUBBLE: CAPEX, GPU CLUSTERS, AND THE NEW RAILROADS
with Lin Wei & Marcus Cho
EP. 142 · 11.28.2026 · 1:42:08
THE AI INFRASTRUCTURE BUBBLE: CAPEX, GPU CLUSTERS, AND THE NEW RAILROADS
with Lin Wei & Marcus Cho
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