AI demand outpacing supply could create bottlenecks, reshaping business cycles and driving innovation.
Key takeaways
The demand for AI is so large it may outstrip supply, leading to potential bottlenecks.
A fundamental shift in business cycles is occurring, moving from labor versus capital to compute versus energy.
Current chip and energy supply shortages are creating significant bottlenecks.
Technological advancements in AI and data centers are driving a super cycle of capital expenditure.
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times
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