Thanks, Leyla. The enthusiasm for data centers looks bubble-like to me. AI in the form of LLMs is vastly overhyped (see the substack by Gary Marcus). It also seems to me that improved approaches will likely be less compute-intensive. If Nvidia is your style, then data centers are too. If you want to be more conservative, stay away.
Thanks, Leyla. The enthusiasm for data centers looks bubble-like to me. AI in the form of LLMs is vastly overhyped (see the substack by Gary Marcus). It also seems to me that improved approaches will likely be less compute-intensive. If Nvidia is your style, then data centers are too. If you want to be more conservative, stay away.