Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

The real bottleneck in AI infrastructure, according to Samir:

shelbyserves's profile picture

Shelby

37,720 subscribers

20,356 görüntüleme • 4 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.
1:57

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.

COATUE

1,923,767 görüntüleme • 2 ay önce

OpenAI President, Greg Brockman: By 2030, AI will enable a world of "material abundance" but also one of "absolute compute scarcity" "the real bottleneck isn't software, it's infrastructure" So we want to increase the intelligence, but also the availability of that intelligence
0:58

OpenAI President, Greg Brockman: By 2030, AI will enable a world of "material abundance" but also one of "absolute compute scarcity" "the real bottleneck isn't software, it's infrastructure" So we want to increase the intelligence, but also the availability of that intelligence

Haider.

180,487 görüntüleme • 9 ay önce

The next bottleneck in AI isn’t model performance. It’s data. From scraped internet content → real-world, consented, high-context data.
2:21

The next bottleneck in AI isn’t model performance. It’s data. From scraped internet content → real-world, consented, high-context data.

The DATA Foundation

12,642 görüntüleme • 27 gün önce

An energy bottleneck, sparked by the rise of AI, is spurring demand for new infrastructure investment. What is the key transition fuel investors should focus on? Jay Hatfield from Infrastructure Capital Advisors explains
5:48

An energy bottleneck, sparked by the rise of AI, is spurring demand for new infrastructure investment. What is the key transition fuel investors should focus on? Jay Hatfield from Infrastructure Capital Advisors explains

Reuters

21,790 görüntüleme • 11 ay önce

$MARA CEO Fred Thiel: “If you don’t have power, where you can plug compute in, you don’t have sales.” Power availability is the biggest bottleneck in AI infrastructure Companies locking up massive amounts of energy today will control the AI race:
2:12

$MARA CEO Fred Thiel: “If you don’t have power, where you can plug compute in, you don’t have sales.” Power availability is the biggest bottleneck in AI infrastructure Companies locking up massive amounts of energy today will control the AI race:

Matt Allen

30,565 görüntüleme • 1 ay önce

Machines used to serve the economy. Now they are the economy. IoTeX built the only infrastructure to connect tens of millions of real-world sensors to AI. In 2026 we scale. Real-World AI that sees, hears, and feels the world and acts in real-time across every industry.
2:37

Machines used to serve the economy. Now they are the economy. IoTeX built the only infrastructure to connect tens of millions of real-world sensors to AI. In 2026 we scale. Real-World AI that sees, hears, and feels the world and acts in real-time across every industry.

IoTeX

25,573 görüntüleme • 5 ay önce

Techbyte Tuesday 🎤 When it comes to AI adoption, what’s the real bottleneck? Tito Obaisi, Director of Pipeline and Insights, offers his perspective.
0:56

Techbyte Tuesday 🎤 When it comes to AI adoption, what’s the real bottleneck? Tito Obaisi, Director of Pipeline and Insights, offers his perspective.

Comcast NBCUniversal LIFT Labs

215,398 görüntüleme • 5 ay önce

"Right now, we're acting in an environment where energy is the real bottleneck for AI computing," Middle East Institute senior fellow Mohammed Soliman says.
5:55

"Right now, we're acting in an environment where energy is the real bottleneck for AI computing," Middle East Institute senior fellow Mohammed Soliman says.

Yahoo Finance

10,212 görüntüleme • 1 yıl önce

⚡️ Iran has targeted oil infrastructure in the United Arab Emirates, according to local sources
0:22

⚡️ Iran has targeted oil infrastructure in the United Arab Emirates, according to local sources

NEXTA

52,838 görüntüleme • 4 ay önce

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.
1:01

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

Sam Badawi

486,783 görüntüleme • 1 ay önce

Years before AI infrastructure became the most competitive market in tech, we were proving that behind-the-meter computing works at scale. Bitcoin gave us that proof. Real assets. Real operations. Real performance through real market cycles. Now that same model — the same power strategy, the same operational discipline — is expanding to serve AI and high-performance compute demand. The workload evolves. The infrastructure holds. $SLNH
0:33

Years before AI infrastructure became the most competitive market in tech, we were proving that behind-the-meter computing works at scale. Bitcoin gave us that proof. Real assets. Real operations. Real performance through real market cycles. Now that same model — the same power strategy, the same operational discipline — is expanding to serve AI and high-performance compute demand. The workload evolves. The infrastructure holds. $SLNH

Soluna

11,115 görüntüleme • 17 gün önce

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end
55:11

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

Anthony Pompliano 🌪

62,418 görüntüleme • 7 gün önce

Crypto x AI in 2024 was a graveyard of tokenized wrappers and subsidized vaporware. The diagnosis was right, AI is centralized. But the prescription (tokenizing models and data) was wrong. The real bottleneck is the inability of existing blockchains to perform expressive computation.
0:23

Crypto x AI in 2024 was a graveyard of tokenized wrappers and subsidized vaporware. The diagnosis was right, AI is centralized. But the prescription (tokenizing models and data) was wrong. The real bottleneck is the inability of existing blockchains to perform expressive computation.

Ritual Foundation

29,798 görüntüleme • 10 ay önce

"Energy, not compute, will be the #1 bottleneck to AI progress." – Mark Zuckerberg
3:31

"Energy, not compute, will be the #1 bottleneck to AI progress." – Mark Zuckerberg

High Signal AI

21,957 görüntüleme • 1 yıl önce

Many people think of AI as the train. In reality, AI is the railway. The real shift is the infrastructure being built today: compute, energy, talent, and digital stack. Countries that invest in this infrastructure will shape the future of AI. My conversation with Boston Consulting Group at MWC.
1:25

Many people think of AI as the train. In reality, AI is the railway. The real shift is the infrastructure being built today: compute, energy, talent, and digital stack. Countries that invest in this infrastructure will shape the future of AI. My conversation with Boston Consulting Group at MWC.

Antonio Grasso

31,900 görüntüleme • 4 ay önce

Manual labor is a bottleneck in data center construction. Raghu Raghuram says that's an incentive for new robots to exist. We'll develop robots to build the data centers behind AI. Infrastructure is downstream of innovation: a single use case motivates a breakthrough, and the solution proliferates. Raghu Raghuram
1:24

Manual labor is a bottleneck in data center construction. Raghu Raghuram says that's an incentive for new robots to exist. We'll develop robots to build the data centers behind AI. Infrastructure is downstream of innovation: a single use case motivates a breakthrough, and the solution proliferates. Raghu Raghuram

a16z

43,832 görüntüleme • 8 ay önce

$IREN CO-FOUNDER DANIEL ROBERTS: IF SOMEONE WANTED TO BUILD A 1GW AI FACTORY TODAY, THEY LIKELY WOULDN’T GET THEIR FIRST COMPUTE ONLINE UNTIL 2030. THAT SHOWS JUST HOW SEVERE THE POWER BOTTLENECK HAS BECOME ACROSS AI INFRASTRUCTURE. THAT’S WHY ENERGY AND POWER INFRASTRUCTURE PLAYS IN $BE AND $FPS ARE BECOMING INCREASINGLY IMPORTANT AS THE COMPUTE FOOTPRINT OF BUILDERS LIKE $NBIS, $WULF, AND $APLD CONTINUES TO EXPAND.
1:01

$IREN CO-FOUNDER DANIEL ROBERTS: IF SOMEONE WANTED TO BUILD A 1GW AI FACTORY TODAY, THEY LIKELY WOULDN’T GET THEIR FIRST COMPUTE ONLINE UNTIL 2030. THAT SHOWS JUST HOW SEVERE THE POWER BOTTLENECK HAS BECOME ACROSS AI INFRASTRUCTURE. THAT’S WHY ENERGY AND POWER INFRASTRUCTURE PLAYS IN $BE AND $FPS ARE BECOMING INCREASINGLY IMPORTANT AS THE COMPUTE FOOTPRINT OF BUILDERS LIKE $NBIS, $WULF, AND $APLD CONTINUES TO EXPAND.

Vivek Sen

212,573 görüntüleme • 20 gün önce

Eric Schmidt: “America needs 80 gigawatts in the next 3-5 years” The real demand from hyperscalers for AI data centers is otherworldly, they need 1 to 10 gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI
0:40

Eric Schmidt: “America needs 80 gigawatts in the next 3-5 years” The real demand from hyperscalers for AI data centers is otherworldly, they need 1 to 10 gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI

Small Cap Snipa

39,856 görüntüleme • 5 ay önce

We think AI is the bottleneck. Ashfaq Munshi says the real choke points are underneath it — wasted GPUs, heat, power, and an aging grid.
1:15:51

We think AI is the bottleneck. Ashfaq Munshi says the real choke points are underneath it — wasted GPUs, heat, power, and an aging grid.

Superhuman AI

749,216 görüntüleme • 7 ay önce

AI Devs, this one’s for you. AMD is bringing together serious AI infrastructure and a real developer community. Join the AMD AI Developer Program to get $100 in cloud credits, monthly GPU sweepstakes, and more.
0:37

AI Devs, this one’s for you. AMD is bringing together serious AI infrastructure and a real developer community. Join the AMD AI Developer Program to get $100 in cloud credits, monthly GPU sweepstakes, and more.

AI at AMD

2,705,717 görüntüleme • 5 ay önce