The other thing I wonder about with respect to cost and availability, at least in the U.S., is the fact that our electrical grid is in shambles and there's a ton of deferred maintenance. Even if AI can deliver on its promises, do we even have the infrastructure in place to power it?
These are just two issues; I'm sure there are more, and I imagine Wall Street is taking some of this into account in their analyses.
Only time will tell how things really play out. But these are my predictions as of today.
master_crab•3mo ago