– Getty Images
Hyperscalers are breaking capex records and committing hundreds of billions of dollars to the data center rollout – largely in service of training AI models and preparing for a wave of AI inference that they hope will provide a massive return on investment.
This wave of investment dominates news cycles. Breathless stories about GPU farms and the race to build gigawatt campuses in regions severely lacking in the infrastructure needed to support them. The sheer magnitude of money being moved around is both awe-inspiring and concerning, as the potential for a record-breaking return in investment collides with ever-present fears of an AI bubble wreaking havoc on the world’s economy.
Issue 60 - Quantum of promise
Building the chips to power quantum computers
