AI processing

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 21, 2024 by John Belizaire · across every show →

Everything said about AI processing, oldest first

May 21, 2024 bullish

Assertion Supported

Belizaire: Hyperscalers are designing data centers dedicated exclusively to AI

“Some of the big hyperscalers are working on all their own designs. And these facilities will only be doing AI. It's at that level where the entire building and facility would just be AI processing.”

John Belizaire May 21, 2024 ▶ 25:15 Energy is now the ‘primary bottleneck’ for AI

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AI processing

Everything said about AI processing, oldest first

Turn any episode into a week of clips.