@apoorv03: One of the most substantive classes with @ChaseLochmiller at Stanford. We went deep on economics of the datacenter: - W…
Summary
Stanford class lecture by Chase Lochmiller dissecting the $650B AI infrastructure capex flow, margin capture, and shifting bottlenecks from GPUs to other datacenter constraints.
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One of the most substantive classes with @ChaseLochmiller at Stanford. We went deep on economics of the datacenter: - Where is the ~$650B of AI infra capex actually going this year? - Who’s capturing the margin, who’s getting squeezed? - How the bottleneck has moved from GPUs to
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