it's all going local in my opinion https://johnny588358.substack.com/p/why-ai-infra-is-overblown-and-thats https://johnny588358.substack.com/p/why-ai-infra-is-o

it's all going local in my opinion https://johnny588358.substack.com/p/why-ai-infra-is-overblown-and-thats https://johnny588358.substack.com/p/why-ai-infra-is-overblow... lot's of moves from nvidia, microsoft (and apple) in the local ai game. makes you wonder about the viability of data centre build-outs