Analysis: "AI’s $200B Question"
The goal of this analysis is to highlight the gap that we see today. AI hype has finally caught up to the deep learning technology breakthroughs in development since 2017. This is good news. A major CapEx buildout is happening. This should bring AI development costs down dramatically over the long-term. You used to have to buy a server rack to build any application. Now you can use the public clouds at a much lower cost. Likewise, today many AI companies are using a large portion of their venture capital on GPUs. As today’s supply constraints give way to a supply glut, the cost of running AI workloads will come down. This should spur more product development. It should also attract more founders to build in this space.
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