AI is moving faster than any of us could have imagined. Its demand for compute and datacenters is wildly unprecedented, far outpacing previous “mega” trends, and – most likely - every current model is underestimating what is ahead.
AI’s transformational potential across every aspect of society is fundamentally governed by only one thing: power. Where is it? Where can it be built? On what timeframe? Harnessing what resources? At what cost? The solutions are going to be in the form of "yes, and" and "all of the above."
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