Скачать или смотреть OpenAI’s Game Plan: The “iPhone of AI”? | Beth Kindig on AI Chips, Capex & Powering Data Centers

OpenAI is positioning itself as the “iPhone of AI,” says I/O Fund Lead Tech Analyst Beth Kindig — highlighting its developer ecosystem, government and enterprise demand, and massive AI capex. Beth also discusses the coming wave in AI networking, why chip pullbacks should be bought, and how Bloom Energy is powering the AI data center boom.

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This video was originally published on Fox Business Network on October 14, 2025

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