3 ms·
The answer depends on what is rate-limiting growth; while we are supply-constrained on GPUs you can’t just increase AI usage. The next bottleneck will be datac
by theptip 2y ago
The answer depends on what is rate-limiting growth; while we are supply-constrained on GPUs you can’t just increase AI usage.
The next bottleneck will be datacenter power interconnects, but in that scenario as you say you can expect power usage to expand to fill the supply gap if there is a perf win.