Take
Data Centers, Not AI, Are the Bubble
This hundred-billion-dollar frenzy around data centers and GPUs is the bubble, not AI or LLMs. In five years phones will run local LLMs that handle 95% of everyday tasks at native speed. Trillions poured into centralized GPU farms will look stupid. AGI is not coming from pouring more GPUs into a word-guessing machine.
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Topics
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Artificial Intelligence
Concerns about AI reducing critical thinking and spreading misinformation.
AI Bubble
The phenomenon of inflated valuations and expectations surrounding artificial intelligence companies, leading to potential market corrections.
Data Centers
Power, cooling, land, and capital. The infrastructure behind AI, cloud, and enterprise computing - and the bottlenecks shaping who can scale.
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