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Stanford MSandE435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy

Stanford MSandE435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy

Published 2 days, 14 hours ago
Description

For more information about Stanford’s graduate programs, visit: https://online.stanford.edu/graduate-education

Follow along with the course schedule: https://mse435.stanford.edu/

Guest Speakers: Sunny Madra, Groq (now Nvidia) and Brad Gerstner, Altimeter

Instructor: Apoorv Agrawal is a Stanford Adjunct Lecturer in Management Science and Engineering and a partner at Altimeter Capital.

Uploaded 23-07-26

Playlist: https://youtube.com/playlist?list=PLoROMvodv4rOAe_DtQYOCKy6_x3irEYV1&si=hI20BgdZqMFtAKS-

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