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The Upcoming AI Spend Slowdown?
The Upcoming AI Spend Slowdown?
Submitted by Peter Tchir of Academy Securities
We have been attacking this issue orthogonally for the past few weeks.
Last weekend’s Cheap China Compute brought up several issues facing the AI Spend.
On Thursday we published Braggawatts (which should probably be BragCompute or something), but the concept is that a lot of the announced deals are missing some, or all of the following:
Enough electricity, especially at peak usage times, to fulfill their commitments.
Access to water and other resources to function.
Getting the various chips on time, connected and installed (hearing China is threatening to restrict exports of fiber-optic cables (another, in a long list...
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