Stranded Infrastructure Risk from LLM Competition

This week I discuss AI economics and explain the details behind the AI “Bubble” we read about.

Where is all this money for data centers coming from and where is it going? What are the business and economic risks of all this hyper-investment? Which vendors are likely to survive? And what’s going to happen to price we pay for AI chatbots, compute resources, and apps?

As you’ll hear, this is a big topic for the year ahead and you’ll understand why it’s time to sharpen your pencil as you plan and build you big AI solutions for the year ahead.

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Additional Information

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