Dr. Ben Lee
6 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Dec 18, 2025 by Dr. Ben Lee · across every show →
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Everything said about Dr. Ben Lee, oldest first
Dec 18, 2025 bullish
Dec 18, 2025 bearish
Shifting inference to edge data centers will reduce efficiency and increase energy costs
“I think as you shrink the system down, you will get, you will lose an efficiency. You will be trying to build these 20 megawatt data centers and maybe footprints or facilities that weren't designed initially for those workloads. So yes, I think total energy co…”
Dec 18, 2025 bullish
Competition on AI latency will force local GPU deployments in major markets
“I think the catch there will be if one of these model providers or one of these application developers makes performance a distinguishing feature of their offering, right? If they start competing on performance rather than on capability, then we're going to se…”
Dec 18, 2025 bullish
Dec 18, 2025 neutral
LLM inference prompts are processed locally on one to eight GPUs
“When you send a prompt to for processing by a large language model, that prompt is probably handled by one GPU or maybe Eight GPUs inside a single machine. So, and the reason that is, is because the model sits in that machine, the data sits in that machine, an…”
Dec 18, 2025 bearish
If AI scaling slows, repurposed central GPUs will cannibalize edge data centers
“And if it turns out that maybe there are diminishing returns from training larger and larger models, or maybe we run out of data because we've exhausted all the data that's available on the internet. When those things happen, it may be that demand for these GP…”