Energy Inputs
topic on 1 show · 1 statements across 1 episodes
1 statements about Energy Inputs, every show
Chamath: Energy and supply chain inputs will constrain AI growth and empower key suppliers
“I think that what you're going to see, and you're seeing it in those revenue graphs, is that there is a traffic jam that's happening in growth where it won't be the ability to actually build next-gen silicon. But it'll be the energy inputs that will constrain …”