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The Coming Data Center Shakeout

Some time in the 2030s we'll be in a post-GPU era but today's data centers are optimized for GPU compute

Dave Friedman's avatar
Dave Friedman
Jun 17, 2025
∙ Paid

In today’s free post, I look at what happens to AI data centers optimized for GPUs, once we enter a post-GPU compute era some time in the 2030s.

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