François Chollet Reaffirms Compute Infrastructure Investment Thesis
fchollet · x · 2026-08-08
Keras creator François Chollet reiterated his long-term investment thesis for tech infrastructure in a recent post, quoting his past prediction that humanity will use significantly more computing power each year for the next century.
He noted that this trend remains intact, suggesting that investment opportunities extend beyond chip giants like Nvidia (NVDA) and AMD to encompass cloud services, the data center industry, and nuclear power.
Related event: Keras Creator Bullish on AMD Amid Rising Inference Compute Demand(2 posts)→
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