X @Ansem
Ansem 🧸💸·2025-11-10 18:14
RT Zephyr (@zephyr_z9)The 5 themes for AI in 2026-2028:-Power is the biggest bottleneck rn-Lots of changes are happening in cooling due to GPU TDP going up and Megawatt class racks-Shortages in PCB manufacturing for GPUs/ASICs-Optics is exploding as we go from 100MW to 1GW+ DCs-Storage/Memory demand exploding due to AI inference and video/image generation ...