Former Intel chief executive Pat Gelsinger tells a16z that energy bottlenecks and manufacturing delays will cause data center defaults, piercing Silicon Valley's capital expenditure illusions.
By Klaus Berger ·
BlackRock analysis suggests AI is driving a massive, physical revaluation of capital into foundational compute and hardware infrastructure.
By Ray Dombrowski ·
Advanced artificial intelligence development no longer depends solely on algorithmic breakthroughs; it hinges instead on access to specialized hardware and computational power.
By Imani Sutton ·