Part 5/8:
When asked about the stock market implications, Wong highlighted the crucial role of infrastructure providers. Companies such as Nvidia, Broadcom, and AMD are leading the charge in supplying the hardware that powers AI systems. He also pointed to emerging cloud providers and "neo-clouds" — specialized cloud services designed explicitly for AI workloads — which are seeing increased demand.
Wong emphasized that the development of AI infrastructure is capital-intensive and requires strategic partnerships, innovative financing, and ecosystem collaboration. While the path forward may be messy and complex, it is essential in laying the groundwork for widespread AI adoption.