OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
Big Technology Podcast
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AI and GPU Demand: Navigating Capacity Challenges
This chapter explores the rapid advancements in animation and AI, focusing on the soaring demand for GPUs amid high user engagement with technologies from giants like OpenAI and Google. It discusses the paradox of overbuilding in the tech sector, potential market bubbles, and the long-term implications of heavy investment in AI infrastructure without clear customer demand.
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