Theo Browne uses reported cloud-compute deals to introduce a discussion of demand for AI computing capacityAI compute infrastructure is the hardware, facilities, networks, power, cooling, storage, and software used to train and run AI models. and why even large companies may need outside supply.
Theo Browne describes interacting constraints in semiconductor fabrication, high-bandwidth memory, storage and electricity. He emphasizes that diagrams in the presentation are illustrative rather than precise market shares.
Theo Browne offers his interpretation of how companies made different compute investments and why expanding one part of the supply chain may leave another bottleneck.
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