AI compute costs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 28, 2026 by Aaron Levie · across every show →
Everything said about AI compute costs, oldest first
May 28, 2026 bullish
Levie: AI compute cost reductions will take 5 to 10 years
“The data center providers, the labs, et cetera, have pricing power. They don't need to lower their prices on anything. So you're not seeing the typical things that drive down the cost of compute. I'm highly optimistic that that happens over the next five to 10…”