Azeem Azhar's Exponential View The demand for infinite compute
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Nov 7, 2025 The podcast explores the unprecedented demand for computing as a core economic driver, likening it to vital resources like steel and oil. Cloud giants like Amazon and Google are thriving due to rising AI workloads. Chip demand is skyrocketing thanks to AI startups ordering massive quantities. The discussion includes how computing capabilities keep expanding without diminishing returns and how continuous AI agents will further amplify compute consumption. Ultimately, the podcast speculates on what 'infinite' compute demand truly means for the future.
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Hyperscalers Fueling A Compute Boom
- Cloud providers' hyperscaler businesses are booming due to rising AI and enterprise compute demand.
- Companies like AWS, Google Cloud and Azure are investing heavily to serve AI workloads across enterprises.
Startup Orders Highlight Hardware Surge
- Anthropic, a three-year startup, bought a million TPUs from Google, showing huge hardware orders.
- Google reported 150 enterprise customers using over one trillion tokens on their LLMs.
Astronomical Growth In Global Compute
- Computing has expanded massively since 1972, driven by more devices and Moore's Law.
- Azeem estimates global compute stock grew ~100 billion-fold between 1972 and 2023.