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AI Compute Capacity

topic on 3 shows · 3 statements across 3 episodes

the MAD Podcast Big Technology All-In

3 statements about AI Compute Capacity, every show

MAD Assertion Not checkable as stated
Balaban: The AI industry continues to underbuild compute infrastructure
“Well, I think that we continue to be generally under building.”
Stephen Balaban Jun 18, 2026 ▶ 7:01 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
ALL-IN What-if
Intrator: A 2023 fab investment cycle would have met current AI demand
“There was probably an investment cycle that needed to happen back in 2023. That would have brought on the necessary fab capacity to be able to serve.”
Michael Intrator Mar 23, 2026 ▶ 27:25 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
BIG TECHNOLOGY Assertion Supported
Kantrowitz: Each gigawatt of AI compute capacity costs $50B to deploy
“Each gigawatt of AI compute capacity costs fifty billion dollars to deploy in today's prices, making the cost, total cost, About one trillion dollars.”
Alex Kantrowitz Oct 13, 2025 ▶ 20:51 AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?

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