everyone is saying "there won't be enough compute." I think the opposite the amount of capex being deployed for multi-gigawatt data centers does not make sense why the narrative is going to shift from centralized mega-clusters to localized edge inference...

The Information
@theinformation
03-13
.@wolfejosh, co-founder of Lux Capital, discusses why the massive build-out of AI data centers may be overextended:
"The amount of spend, the amount of CapEx, the amount of build for these multi-gigawatt data centers, it to me does not make sense."
“I'm just not that optimistic
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
Relevant content



