AI Exchanges: Power Problems?
"We have seen the hyperscalers’ capital budgets and R&D budgets in 2026 and 2027 combined increase by more than $300 billion." - Brian Singer [00:01:23]
"If you just observe the way that these agentic systems work, they are furnaces for tokens." - George Lee [00:03:30]
"We're now assuming about 220 percent global growth in AI... 2030 versus 2023... that would be like adding another top ten consuming country to the mix." - []
References
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