I built a web page that aggregates data about data center buildup, sovereign fund investments into AI and bottlenecks. The objective is to predict AI race cooldown by looking at a potential decrease of activity involving these elements.
The website looks at the quarterly forms from the 5 biggest hyperscalers and adds their CapEx into the mix, calculating a composite index in the end showing how likely it is for the AI race to slow down.
Enjoy!
Comments
aimastermind28•1h ago
I find only the bottlenecks part to be useful, as you also disclose companies involved in producing the stuff that are a bottleneck for compute scale up. Cool project overall.
laurentiurad•1h ago
thanks a lot! Will update this on the daily basis.
thepasch•1h ago
I don't think "the bubble is at risk of popping" and "hype is cooling down" are equivalent evaluations. By the time people start pulling out money, that is the bubble popping, and I don't think that would happen on a slow ramp but rather en masse.
laurentiurad•1h ago
You are right, one might happen before the other one. However it's impossible to measure when the bubble might pop, whereas looking at how much money hyperscalers and governments put into this might provide a quantitative metric.
aimastermind28•1h ago
laurentiurad•1h ago