One chart shows white-collar biz is thriving even as jobs dry up26m ago Deepgram targets voice AI on air-gapped laptops30m ago The U.S. Government Isn’t Ready For Quantum-Powered Hackers47m ago Palantir CTO says some AI researchers are taking up smoking because they expect AI to cure cancer53m ago Meta Unveils New Series of Advanced A.I. Models55m ago Humanoid bottlenecks emerge amid US-China tensions1h ago AMD puts 32,768 CPU cores in a rack built for AI agents1h ago Smug until weirdly silent: who told us to say “I am alive”?1h ago Anthropic's Claude AI submitted false murder tip to Philadelphia police2h ago How Anthropic’s Dynamic Workflows Coordinate Claude Agents1h ago Dell’s AI partner ecosystem adapts to Silicon Valley’s build-it-yourself buyers2h ago Accessing OpenAI GPT models on Amazon Bedrock with global cross-Region inference in Thailand, Malaysia, Singapore, Indonesia, and Taiwan2h ago Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape2h ago OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters2h ago

One chart shows white-collar biz is thriving even as jobs dry up26m ago Deepgram targets voice AI on air-gapped laptops30m ago The U.S. Government Isn’t Ready For Quantum-Powered Hackers47m ago Palantir CTO says some AI researchers are taking up smoking because they expect AI to cure cancer53m ago Meta Unveils New Series of Advanced A.I. Models55m ago Humanoid bottlenecks emerge amid US-China tensions1h ago AMD puts 32,768 CPU cores in a rack built for AI agents1h ago Smug until weirdly silent: who told us to say “I am alive”?1h ago Anthropic's Claude AI submitted false murder tip to Philadelphia police2h ago How Anthropic’s Dynamic Workflows Coordinate Claude Agents1h ago Dell’s AI partner ecosystem adapts to Silicon Valley’s build-it-yourself buyers2h ago Accessing OpenAI GPT models on Amazon Bedrock with global cross-Region inference in Thailand, Malaysia, Singapore, Indonesia, and Taiwan2h ago Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape2h ago OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters2h ago

Business & Enterprise Finance2 min reading time

Can AI Keep Growing Exponentially? SemiAnalysis Makes the Case

Big TechnologyPublished 5 hours ago

Read the full article

SemiAnalysis founder Dylan Patel and technical staffer Jordan Nanos argue that AI compute demand far exceeds supply, with AI expanding into diverse economic sectors beyond current subscription models. They highlight challenges in infrastructure investment, market dynamics, and security issues within the AI industry.

#ai-infrastructure #anthropic #dylan-patel #gpu-cloud-providers #jordan-nanos #nvidia #semianalysis

More in Business & Enterprise

Business & Enterprise

Microsoft Prepares to Put Gigawatts of Its Chips in Data Centers

Covered by 6 sources7h ago

Business & Enterprise

OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters

Covered by 2 sources3h ago

Business & Enterprise

IonQ to Buy Elisity for Up to $1.3 Billion to Bolster Cyber Unit

Covered by 2 sources9h ago