POPA ReconDwarkesh Patel: argues that AI compute costs could rise 10x or more as lab revenues grow faster than available hardware, with…
Dwarkesh Patel: argues that AI compute costs could rise 10x or more as lab revenues grow faster than available hardware, with H100-equivalent GPUs potentially worth $250,000 annually if human-level AI is achieved. If AI capabilities continue advancing and lab revenues keep scaling, compute pricing will likely rise sharply, fundamentally changing cost structures for AI development and cloud infrastructure. Source
The excerpt is quoted from a public Telegram channel, which owns its text.