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🌐 theinformation.comSource
The AI race has long been defined by how quickly firms can stand up GPUs. Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors. As utilities warn of multiyear waits for ne
1 day ago
🌐 theinformation.comSource
From The Information: Capital, Not Compute, is the Real AI Bottleneck
#f19383909f95819083859f94838299988182b1859994989f97#r36ap#demand#build#capital#customer#infrastructure#article
6 months ago