AI Isn't A Bubble. That's How NVIDIA's $500 Billion Push Ends Up In Your Retirement.
AI infrastructure spending is increasingly financed through debt and complex contracts, shifting demand risk toward lenders, investors and retirement funds.
GPU Computing
Videos about graphics processors, accelerators, performance, and the compute economics behind modern AI workloads. 2 videos.
Why Smarter AI Models Could Drive Up Compute Prices
If AI capability makes each unit of compute more economically valuable, demand may outrun chip supply and push prices higher even as hardware becomes more efficient.