From GPUs to Profits: Alex Bouzari on AI Monetization
Schwab Network · Schwab Network
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Show Notes
The A.I. story is shifting from infrastructure build‑out to monetization, and Alex Bouzari, CEO of DataDirect Networks, says “tokenomics” will determine whether massive Nvidia (NVDA) GPU investments generate real EBITDA. Bouzari explains how data centers are becoming AI factories and why established enterprise players like Oracle (ORCL) and SAP (SAP) are best positioned to win. Those that fail to integrate A.I. quickly risk being left behind as adoption accelerates.
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