cloud data centers
also referred to as: cloud data center
2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 18, 2025 by Dr. Ben Lee · across every show →
Everything said about cloud data centers, oldest first
Dec 18, 2025 bullish
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…”