POPA Recon✖️Investing in the Singularity source
✖️Investing in the Singularity source 1. Inside the AI app - Chatbot, SaaS, Agent Apps Outside AI Value Chain - Money turns to physical infrastructure that turns models - Model → Chip → Datacenter → Loop leading to power - Who makes AI investment possible 2. Innermost Loop - Frontier models create more GPUs, HBMs, and ASIC demands - Demand for semiconductors leads to pressure to expand data centers - More data centers demand cooling, power distribution, rack, transformer - In other words, AI growth is represented by the CAPEX cycle 3. Pricing bottlenecks - Semiconductor, memory, power, coo…
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