And more importantly, the GPU is the most replaceable part of the datacenter infrastructure. Power, buildings, cooling, security, cabling, internet backbone connectivity, etc. are the harder to swap pieces that require time to build out.
And more importantly, the GPU is the most replaceable part of the datacenter infrastructure. Power, buildings, cooling, security, cabling, internet backbone connectivity, etc. are the harder to swap pieces that require time to build out.
Right but that’s just digital infrastructure, and of course that will have positive side effects, no matter what role AI has in the future. Rail otoh is the infrastructure.