There seems a bit of a hole in the logic here. The main thesis of the article is:
>I WILL TRY TO EXPLAIN THIS as simply as I can. The build-out of computing power for AI needs about $2 trillion in annual revenue by the end of the decade...
as a source for the it links the Bain article headlined "$2 trillion in new revenue needed..." but reading that their argument is
>... AI’s compute demand grows at more than twice the rate of Moore’s Law ...
>... By 2030, technology executives will be faced with the challenge of deploying about $500 billion in capital expenditures and finding about $2 trillion in new revenue
but demand is a function of price. AI companies could just stop making dumb meme videos, using a lot of compute, for free.
It's like if a food chain gives away a free donut today and two tomorrow it doesn't automatically mean it will give away 2^365 donuts in a years time and crash the economy. They could always stop the free donuts.
Even if the wanted to, they'd run out of donut mix and even if AI companies want to give away infinite compute they'd run out of energy and chips. Energy supplies for AI are pretty maxed out already. No way those are growing at twice the rate of Moore's law.
Exactly. Eventually the real cost to the consumer is going to emerge, demand will decrease and they hope revenue grow. I for one am worried about how much I’ll have to fork out, because I really don’t want to lose my current workflows.
>I WILL TRY TO EXPLAIN THIS as simply as I can. The build-out of computing power for AI needs about $2 trillion in annual revenue by the end of the decade...
as a source for the it links the Bain article headlined "$2 trillion in new revenue needed..." but reading that their argument is
>... AI’s compute demand grows at more than twice the rate of Moore’s Law ...
>... By 2030, technology executives will be faced with the challenge of deploying about $500 billion in capital expenditures and finding about $2 trillion in new revenue
but demand is a function of price. AI companies could just stop making dumb meme videos, using a lot of compute, for free.
It's like if a food chain gives away a free donut today and two tomorrow it doesn't automatically mean it will give away 2^365 donuts in a years time and crash the economy. They could always stop the free donuts.
Even if the wanted to, they'd run out of donut mix and even if AI companies want to give away infinite compute they'd run out of energy and chips. Energy supplies for AI are pretty maxed out already. No way those are growing at twice the rate of Moore's law.