[pseudosavant]

It is a curious assertion for sure, but the next wave of AI will be throttled by a few factors: chip fab capacity, water supply to cool data centers, and electricity to power the chips/servers. Look at what is happening with xAI in Memphis where they are illegally running a dozen turbine generators to power their new AI data center since they can't get enough supply off the grid.

[skybrian]

Costs are going down a lot due to algorithmic improvements. But maybe that just results in increased usage (Jevons paradox)? When there are conflicting trends, the future is pretty hard to predict.

Are any AI companies making money now? Losses can’t go on forever.

[svnt]

It may be throttled by energy supply and water supply at a desirable site, but not by country-level energy costs and water costs, which is all this blog post is looking at.

[bobthepanda]

Depending on where you are this is a national level problem; Ireland and the Netherlands are not approving new data centers