AI Data Centers and Market Dynamics

This chapter explores the projected growth of AI-related data centers, with total addressable market estimates skyrocketing from $250 billion to $2 trillion in just four years. It discusses the implications of new GPU generations and shifts in software engineering practices, highlighting the urgency for companies to adapt amidst evolving technology and regulatory landscapes. The chapter also examines the competitive tensions in the AI space, particularly between firms like NVIDIA and OpenAI, while addressing broader economic and geopolitical challenges.

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