HighYield x SemiAnalysis deep-dive into AI Datacenters, Gigawatt Megaclusters and the Hyperscaler race to AGI. How AI Datacenters Eat the World.
HighYield x SemiAnalysis deep-dive into AI Datacenters, Gigawatt Megaclusters and the Hyperscaler race to AGI. How AI Datacenters Eat the World.
I think it’s going to pop, but we’ll still be left with a few survivors that take over 100% of the slop. I’m not sure there’s an end to it really. Similar to how the .com bubble led to the death of a lot of fake stuff, but we got left with a larger and more centralized internet regardless.