Data Centers, Energy, and Supply Constraints

Ben Lorica and Evangelos Simoudis of Synapse Partners explore the complex reality behind AI-driven layoffs, from automation and upskilling gaps to strategic shifts in R&D. They also dive into the massive capital investments in AI, discussing the growing pressure for ROI and the emergence of LLMOps as a form of financial management.

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.