It’s hard to predict how this will play out in the financial markets, but here’s a clue. Keep an eye on demand for AI, measured in units of data processed. It’s soaring right now. The entire AI bet may turn on how far and fast it ramps from here.
A key mistake occurred a year ago when AI leaders focused solely on AI cost curves for a unit of computing and took their eye off the number of units needed to get the work done, said Heath Terry, the global sector lead for technology and communications research at financial services firm Citi.
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