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AI will trigger ‘hyper-scale demand’ of data centers, says Morgan
AI will trigger ‘hyper-scale demand’ of data centers, says Morgan Stanley’s Laurel Durkay
#trigger #hyperscale #demand #data #centers #Morgan
“CNBC Television”
Laurel Durkay, head of global listed real assets at Morgan Stanley, joins ‘The Exchange’ to discuss the potential demand for data centers driven by AI, companies positioned to face the demand, and more.
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I love the grounded reality of this channel!!,Despite the recession, I no longer depend on Government Grants since I acquire $16,400 bi weekly profits…..
sort of misleading. if AI-producing firms are competing and compressing inference costs for a given set of outcomes, then the accelerator hardware needed for a certain volume of outcomes needs only so much climate control. in fact, one may be able to serve a certain volume of outcomes with consumer hardware and residential property w/o minimal management. so the "underlying need for infrastructure" is really just a demand for whichever nearly-commoditized arrangement can bargain between so many independent providers.
there is a critically erroneous overestimation of ML scaling because of the current transformer/diffusion hype cycle.