Is the AI genie stuck in a bottleneck?
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Is the AI genie stuck in a bottleneck?
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The AI boom is running into an unexpected problem: physical bottlenecks. Demand is soaring, but chips, data centres, transformers and power grids cannot be scaled at the same speed as software. As hyperscalers like Amazon and Google pledge hundreds of billions of dollars in spending, companies further up the supply chain are struggling to keep up. So is the real world about to put a brake on artificial intelligence?
Guests and hosts:
- Jigar Shah, co-managing partner at Multiplier
- Shailesh Chitnis, The Economist's global business writer
- Alice Fulwood, co-host of “Money Talks”
- Mike Bird, co-host of “Money Talks”
Topics covered:
- AI boom
- Chip manufacturing
- US data centres
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