Post by Apoorv Agrawal

One of the most substantive classes with Chase Lochmiller at Stanford. We went deep on economics of the datacenter: - Where is the ~$650B of AI infra capex actually going this year? - Who's capturing the margin, who's getting squeezed? - How the bottleneck has moved from GPUs to power, and where it goes next - The economics of neoclouds https://lnkd.in/gWChH-5C