The compute power needs of GenAI are being felt across the datacentre, and spending in that segment reflects this ravenous demand.
By the time we get to 2028, the hyperscalers are spending $180bn a year on servers to run GenAI. Yet the most advanced company right now, OpenAI, has an annual run rate of $3bn.
CIOs need to start considering the gap between GenAI infrastructure investment and the ability to monetise, as cloud prices may not always decrease.
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