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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 Revolution of AI: Servers, Steel, and Power
The progression of AI is increasingly tied to three critical components: servers, steel, and power, rather than the traditional triad of compute, algorithms, and data. While data was once seen as the primary bottleneck for AI models, today the distinctions among compute and data have blurred; major players in the industry are largely homogenized in their capabilities across these aspects. As compute becomes more commoditized and accessible, the competitive edge lies in hardware innovation and infrastructure development. The rise of chip manufacturers like Nvidia and AMD indicates an intense competitive environment that will shape future advancements in AI. Simultaneously, significant construction and real estate investments signify the physical expansion accompanying AI's growth, while the energy sector faces transformation, potentially ushering in an energy revolution fueled by AI demands. This shift emphasizes the industrial nature of AI, implying that the future landscape will hinge on hardware capabilities and energy efficiency rather than unique algorithmic advantages alone.
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