IIIa. Racing to the Trillion-Dollar Cluster - SITUATIONAL AWARENESS
The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense. You see, I told you it couldn’t be
The most extraordinary techno-capital acceleration has been set in motion. As AI revenue grows rapidly, many trillions of dollars will go into GPU, datacenter, and power buildout before the end of the decade. The industrial mobilization, including growing US electricity production by 10s of percent, will be intense. In this piece: Toggle You see, I told you it couldn’t be done without turning the whole country into a factory. You have done just that. Niels Bohr (to Edward Teller, upon learning of the scale of the Manhattan Project in 1944) The trillion-dollar cluster. Credit: DALLE. The race t
Explore this link on the map →saved by
related reading
- Introduction - SITUATIONAL AWARENESS: The Decade Aheadsituational-awareness.ai
- How to Build the Future of AI in the United States | IFPifp.org
- Can AI scaling continue through 2030? | Epoch AIepoch.ai
- Computational Power and AI - AI Now Instituteainowinstitute.org
- The Most Expensive GPU is The One You Didn't Hedge - ADM Investor Servicesadmis.com
- The Most Expensive GPU is The One You Didn't Hedge - ADM Investor Servicesadmis.com
- Winner Takes Power: The Energy Strategies Driving the AI Raceaishwaryamahesh.substack.com
- Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com
- Can AI scaling continue through 2030? | Epoch AIepochai.org
- Thoughts on the AI buildoutdwarkesh.com
- The Moon Should Be a Computerpalladiummag.com
- Fast, scalable, clean, and cheap enoughoffgridai.us