The AI landscape is different from the past because the primary investors are established cloud companies with strong financial backing, reducing the risk of a market crash similar to the fiber glut.

Investing in the internet was a strategic choice in 1994, as it was a growing field with significant potential, and that focus has continued to guide investments.

We decided to simplify data centers by integrating all components into a single building block, making them more reliable and easier to manage, while also trying to replicate Apple's model by providing large building blocks for customers to build their own data centers, similar to how Apple built the iPhone with integrated hardware and software.

The AI data center of the future differs significantly from traditional data centers, as it requires a more industrial approach to infrastructure, energy, and scale.

The data center is becoming the new unit of compute, and we need to rethink data center design to support this shift in computing architecture.

The demand for data centers is increasing as more people want to use AI models, and we need to ensure we have enough infrastructure to support this demand.

Investors are generally excited about large markets with clear business models, and they often have hypotheses on how to capture those markets.

Capital spending is strong, driven by the shift towards digital solutions accelerated by the pandemic, indicating a strong economic recovery.

The current investment landscape in India is overly focused on safety and early revenue, which may hinder the growth of true technology companies.