Why the GPU boom won't burst, yet
Algorithmic efficiency, edge computing, and capital constraints are reshaping AI's compute curve, not collapsing it
TL;DR
The near future of AI compute demand is non-linear and non-obvious1. Algorithmic progress makes inference dramatically cheaper, and edge computing shifts workloads away from data centers. Yet total GPU demand will likely remain high over the next five years. The system is entering a phase of reflexive saturation: efficiency frees up capacity, which …