[softwaredoug]

There will be a massive drive to do LLM inference cheaper at lower power. Also there is a huge gold rush in AI now. Who knows what will survive? Who will need GPUs?

Finally there are advantages of scale to centralizing resources that will create high degree of incentive and specialization to drive down cost and power consumption at these data centers.

It’s just gonna be insane until the near term uncertainty is ironed out.