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Exponential View's title: Exponential View | Azeem Azhar | Substack
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Hi all,
Here’s our short Monday roundup of signals to kick off your week.
“With so much hype around the tech, your no-nonsense unbiased assesment is essential.” — RB, a paying member
Hi all,
Here’s our short Monday roundup of data signals across AI, energy and markets:
A GPU wave is ahead of us. More than 95% of the Grace-Blackwell GPUs have not yet been deployed, even though the chi...
“Always an excellent perspective on emerging systems and their impact across the human landscape.” — Neill K., a paying subscriber
Hi all,
Here’s our Monday roundup of data signals across AI, energy and markets.
Enjoy!
First, a chart from our inaugural state of the AI economy report. AI quarterly revenues are now exceeding the quarterly AI capex depreciation expense, but have not yet covered cumulative historic depreciation — let alone the additional headroom needed for...