Chamath Palihapitiya, Elon Musk Highlight Power, Cooling As Real Barriers In The AI Race Where ‘Everyone Competes With Everyone’
Palihapitiya highlighted power and physical infrastructure as possible lasting constraints in the AI race after Microsoft announced its own silicon chips. Chamath wrote that silicon companies will move up the stack while application companies move down it, so that “everyone competes with everyone” and soon offers its own silicon, cloud and applications. He asked what … Read more