edge data centers
4 statements across 2 episodes · 2 bullish · 2 bearish · 2 people on the record · first statement Dec 18, 2025 by Dr. Ben Lee · across every show →
Everything said about edge 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…”
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