July 18, 2024

AI Optimism vs. AI Arms Race

In this article:

“Will AI change the world” and “Are CapEx levels too high” are different questions.
AI Capex = building data centers with land power steel etc
The capex debate is about speed, and not about magnitude
AI Capex is driven both by AI optimism and other factor
There is intense competition, and the prize is a market og $250B
There is rapid scale in data centers…
And should have a good effect on startups

AI Optimism vs AI Arms Race

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