プレミアム：AIコンピュート需要の話は嘘である
AI需要と業界全体のキャパシティ制約の問題について考察。これらの制約はAIへの「驚異的な需要」によるものではなく、ハイパースケーラーたちの必死さと、親の遺産で食い繋ぐ2つのほぼ1兆ドル企業の飽くなき欲望の結果である。
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