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From Scarcity To Abundance: Goldman's 1-Delta Desk Says 'Focus On The Market Price Of Compute'
Higher hyperscaler capex forecasts sit somewhat awkwardly alongside falling token costs, open source models and local inference...
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thisismoney.co.uk
How to profit from the AI commodity boom. Trusts to ride the splurge
As hyperscalers pour money into data centres, analysts are predicting a new commodities boom off the back of the materials and power required.
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zerohedge.com
Goldman Partner Warns The Circularity Of The AI Ecosystem "Is Becoming Harder To Ignore"
It increasingly feels as though AI is splitting into two worlds...
