Uncertain risk. AI infrastructure seems really expensive. I need to actually do the math here (and I haven’t! hence this is uncertain) but do we really expect growth on trend given the cost of this buildout in both chips and energy? Can someone really careful please look at this?
https://www.lesswrong.com/users/vladimir_nesov ← Got a bunch of stuff on energy calculations and similar required for AI companies, especially the 2028 post, some very good analysis of these things imo.
https://www.lesswrong.com/users/vladimir_nesov ← Got a bunch of stuff on energy calculations and similar required for AI companies, especially the 2028 post, some very good analysis of these things imo.