"Upstream" with Erik Torenberg cover image

E126: Data Center Economics and AI Energy Requirements w/ Patrick McKenzie and Azeem Azhar

"Upstream" with Erik Torenberg

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Infrastructure Evolution and AI Integration

This chapter explores the historical context of infrastructure investment, particularly in relation to data centers and electricity systems. It draws parallels between past expansions, like the railway boom in Great Britain, and current trends in AI and large language models, emphasizing the cyclical nature of investments and the impact of market dynamics. The discussion also highlights the transformative effects of AI on decision-making and communication, along with the implications of adopting these emerging technologies.

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