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SPEAKER PROFILE

MARCUS CHO

MARCUS CHO

Founder · Inflection Labs

Builder of large-scale AI training clusters. Previously led platform engineering at a hyperscaler building the world’s largest GPU farms.

ORGANIZATION

Inflection Labs

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

  1. 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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