Compute Demand
topic on 3 shows · 5 statements across 5 episodes
5 statements about Compute Demand, every show
Arora: Free consumers account for 70% of current AI compute demand
“I still posit 70% of the compute demand for AI is being consumed by consumers who are getting a free ride.”
Arora: AI infrastructure will hit physical execution limits, leading to overcapacity
“So I think there may be a digestion period at some point in time when we think the demand for compute is there, but the capacity to execute is now limited by physics, and the infrastructure players have built up too much capacity for this demand.”
AI compute demand growth will be linear rather than exponential
“I don't think it's necessarily exponential in the way everyone is looking at it right now. And the way these deals are being done, and the way people are chasing it, and again, when it benefits both parties involved, I do think that It can be more of a linear …”
Sivaram: Computing demand is more than quadrupling every year
“Compute demand is more than quadrupling every year, a four X increase every year.”
Janous: Compute demand will exceed available power supply through 2030.
“It's possible, though I suspect that given the, my fundamental belief is that the demand for compute, let's just say through twenty-thirty, will exceed the available power in the market. And therefore, the marginal value of the next watt or gigawatt, frankly, …”