What if We're Building too Much AI Infrastructure?

We're spending tens of billions of capex dollars on vast datacenters but what if the AI future is more efficient and runs cooler?

Welcome to the hundreds of new subscribers who have joined over the past few weeks. In today’s free post, I take a look at a big risk that almost no one is discussing about the vast AI infrastructure buildout that is happening. Namely, what happens if algorithmic improvements make AI much more efficient or if new chip technology makes GPUs obsolete?

And…