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AI compute

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jul 18, 2024 by Christian Belady · across every show →

Everything said about AI compute, oldest first

Jul 18, 2024 neutral
Insight
Belady: Speed of light latency forces AI into massive, centralized data centers
“I think, and again, this is probably beyond my scope, but I think it really has to do with the size of the models and the latency, right? It takes too much time for light to travel larger distances, as hard as that is to believe. And so they tend to concentrat…”
Christian Belady Jul 18, 2024 ▶ 27:40 Can chip efficiency slow AI's energy demand?
Dec 18, 2025
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?
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