There is $8 trillion said to be earmarked to build 100 AI data centers[1]. At 10% hurdle rate, the industry will have to generate $800 billion a year to pay it off, while GPUs are replaced every three years by faster chips.

If you watch Ilyas recent interview, “it’s very hard to discuss AGI, because no one knows how to build it yet[2]”.

[1] https://finance.yahoo.com/news/ibm-ceo-says-no-way-103010877... [2] https://youtu.be/aR20FWCCjAs?si=DEoo4WQ4PXklb-QZ