High AI Capex Demand a 'Multi-Year' Cycle, Says Rudina Seseri

Rudina Seseri, founder and managing partner at Glasswing Ventures, said she sees strong demand for AI infrastructure continuing over multiple years as companies build vertical integration in the AI business. Seseri told Bloomberg that she expects future demand to shift toward specialized data sets for specific industries rather than broad, general-purpose data. She did not project when this multi-year cycle would end.

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