POPA Recon⏲️AI, thought throughput (Cerebras CEO) source
⏲️AI, thought throughput (Cerebras CEO) source 1. The expansion of AI infrastructure is the largest investment of capital and power since wartime mobilization. A single data center uses more power than a city, and Cerebras already has a $25 billion backlog of orders 2. As OpenAI, Anthropic, Google, Microsoft, and AWS are experiencing supply shortages at the same time, the key is not whether demand will arise, but how quickly reserved demand can be supplied. 3. Not all AI spending is productive. Like early AWS, there is both tremendous value and enormous waste. Companies are also moving away…
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