Bain just published a fascinating analysis: Al's own productivity gains may not be enough to fund its growth. Meeting Al's compute demand could cost $500B per year in new data centers. To sustain that kind of investment, companies would need trillions in new revenue - which is why Nvidia made a strategic investment in OpenAI. Bain notes: "The growth rate for Al's compute demand is more than twice the rate of Moore's Law." That kind of exponential growth is staggering!! I think we are touching the ceiling on valuations and investment where the factors that would affect the accelerated growth would be supply chain, power shortages and compute power. The article states that 'Even if every dollar of savings was reinvested, there's still an $800B annual shortfall'. Maybe the answer isn't chasin...
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