• Why AI Compute Consumption Isn't Slowing Down

  • Feb 28 2025
  • Length: 21 mins
  • Podcast

Why AI Compute Consumption Isn't Slowing Down

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  • Summary

  • Despite reports of Microsoft canceling data center leases, AI compute demand is still accelerating. This episode breaks down Wall Street’s ongoing AI skepticism and the reasons why companies like Meta, OpenAI, and Apple are making massive infrastructure bets. Plus, key takeaways from Nvidia’s latest earnings and what reasoning models mean for the future of computing.
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