Infrastructure Players
topic on 1 show · 1 statements across 1 episodes
1 statements about Infrastructure Players, every show
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.”