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20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Centre is the Most Important Asset | Servers, Steel and Power: The Core Pillars Powering the Future of AI
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Industrial Pillars of AI: Servers, Steel, and Power
The current landscape of AI is characterized by a convergence of compute models and data, where major players exhibit no significant data or compute advantages due to commoditization. The focus shifts towards the industrial aspects of AI, deemed the new industrial revolution, emphasizing three critical elements: servers, steel, and power. 'Servers' refers to the importance of chip manufacturers like Nvidia, AMD, and Broadcom, which are in an intense competitive phase. 'Steel' highlights the anticipated surge in construction and real estate sectors benefiting from increased AI integration. 'Power' underscores the potential for an energy revolution spurred by advancements in AI technology. Collectively, these elements are shaping the future direction and infrastructure of AI development.
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