#Rudina Seseri

High AI Capex Demand a Multi-Year Cycle, Say Experts

Industry experts highlight a multi-year cycle of high AI capital expenditure demand, driven by Apple's cloud AI shift and the rise of specialized AI startups amid evolving market dynamics.

AI Capex Demand Points to Multi-Year Growth Cycle

Rudina Seseri of Glasswing Ventures discusses the multi-year AI capex cycle and the trend of hyperscalers vertically integrating their solutions.

Glasswing Ventures Hits $200M Fund III to Accelerate AI-native and Frontier Technology Adoption in the Enterprise