State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue

Transcript

I think you can't ignore the fact that the sums of money going into this industry are truly gargantuan. Circularity of these deals is interesting. Things can flip quite quickly. One gawatt of a data center for AI basically costs $50 billion in capex. On an annual running basis, it costs between like another 8 to 9 maybe even 11 billion to run. Comp... Read More