Cloud Data Centers

topic on 2 shows · 3 statements across 2 episodes

No Priors Catalyst

3 statements about Cloud Data Centers, every show

CATALYST Assertion Partly supported
Effectively 100% of global AI compute currently occurs in centralized cloud
“It's an energy question because the answer today is effectively a hundred percent in that first category, cloud.”
Shayle Kann Dec 18, 2025 ▶ 3:18 Will inference move to the edge?
CATALYST Prediction Open · timeframe Dec 2035
80% of AI inference compute will move to the edge by 2035
“So I would say that we could be getting 80% of our compute done locally and leaving 20% of the heavy lifting or the more esoteric, the more corner case compute for the data center cloud. That is, of course, excluding the training. The training will Continue to…”
Dr. Ben Lee Dec 18, 2025 ▶ 41:54 Will inference move to the edge?
NO PRIORS Insight
Papermaster: AI architectures should split workloads between cloud efficiency and edge latency
“Writing applications that where you don't have that latency, that, ah, you know, that, ah, dependency on, on a lag in computing, run it on the cloud. It's going to be the most, ah, it's going to be the most efficient because you're optimizing this massive data…”
Mark Papermaster Feb 29, 2024 ▶ 34:59 No Priors Ep. 53 | With AMD CTO Mark Papermaster

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