Capital, Not Compute, is the Real AI Bottleneck

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·2 months ago
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Capital, Not Compute, is the Real AI Bottleneck
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Capital, Not Compute, is the Real AI Bottleneck

Satisfying AI’s ravenous appetite for power and compute has kicked off a once-in-a-generation infrastructure expansion that is also one of the most expensive in modern history. Nvidia CEO Jensen Huang

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