AI | Glasswing Ventures’ Rudina Seseri Sees ‘Multi-Year’ Cycle in AI Capex Demand

Rudina Seseri, founder and managing partner at Glasswing Ventures, said she is seeing strong overall demand for AI infrastructure and does not expect AI capital spending to fall as companies move toward becoming vertically integrated AI players, according to Bloomberg. Seseri, speaking with Bloomberg’s Ed Ludlow, said she expects future demand to center on more specialized industry data sets rather than broad, wide-ranging data.