By Yahoo Finance Video
Publication Date: 2026-06-03 14:39:00
00:00 Speaker A
I think investors forgot that infrastructure is cool.
00:03 Chuck
Yeah. It’s it’s actually uh in this era, infrastructure is definitely cool. Uh and uh look at the end of the day, everything that’s happened over the years has always required high-performance infrastructure. I think to some extent along the way we forgot about it because it just works. And uh but building the silicon, building the optics, all the underlying technology that allows the global economy to operate candidly on a daily basis, as long as everything’s working, people don’t think about it very much. And uh I think now with these massive build outs to train the models, to provide inferencing, telecom providers building out their infrastructure to support the traffic flows, enterprises modernizing their infrastructure to to be prepared and to deal with concerns over some of these emerging models. It’s uh infrastructure is very important right now. Secure infrastructure is…
