AI's Infinite Demand
Martin reflects on the historical misconceptions surrounding internet traffic growth and draws parallels to the current AI data center boom. Pedro points out that while companies are investing heavily based on flawed assumptions, the insatiable demand for computing power in AI will ultimately justify the build-out of these facilities, even if today's technology isn't optimal.In this clip
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Related Questions
Why do some believe there won't be an overbuilding scenario like Cisco's in 2000 as discussed in the episode Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner and the clip Optimizing Inference Speed?
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