(3/X)
Here's another fascinating (for me, at least! :blobfoxnerd: ) analysis on the tension between two clocks / bottlenecks:
1. How long do developers building AI #dataCenters need to wait in the queue to power a newly built data center? (A: in the US, 6-10 years)
2. What's the useful life of the chips being used in these data centers? (A: Meta, for instance, says 5.5y on its depreciation schedules. Debatable.)
It features analysis from #michaelBurry (made famous in The Big Short)