Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy // TRAIN BRAIN

Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy

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

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