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.
master_crab•2h ago