compute for AI

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 9, 2024 by Sarah Guo · across every show →

Everything said about compute for AI, oldest first

May 9, 2024 bullish
Assertion Supported
Sarah Guo estimates hyperscalers will spend nearly $200 billion on AI compute
“If you think in aggregate, a handful of players in terms of the hyperscalers are spending almost two hundred billion dollars this year on on compute for AI.”
Sarah Guo May 9, 2024 ▶ 19:14 No Priors Ep. 63 | With Sarah Guo and Elad Gil
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