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The Future of Computing and Digital Data
I think we can argue right now, these are multi-purpose technologies. Computation is much, much cheaper now than it ever has been. It's also more expensive today than it ever will be. The total CAPX that OpenAI has allocated to build this new supercomputer for training LLMs with NVIDIA is in the order of $225 million. That is cheap. So, we have that cheap key input. And then the question is: Are we seeing the sign of one or more new infrastructures build up around these technologies? I start to see the outlines of what could be a pretty remarkable technological revolution.