The innovations made possible by unconstrained computing power have only expanded with the development of AI. Yet for many, a paradox looms, as frontier AI models become computationally intensive to train.
Our model incorporated moderate assumptions about future supply while using bullish demand estimates. The discovery was that the abundance of computing power is likely to continue even with rapid generative AI adoption.
Many business leaders have not fully digested the reality of continued access to affordable computing power in conjunction with the transformative possibilities of AI.
Viewing change as incremental, rather than exponential, is a common mistake that Nathan Myhrvold observed in 1993, indicating a long-standing challenge for adapting to technological advancements.
#computing-power #ai-advancement #market-disruption #business-transformation #high-frequency-trading
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