📈 Data to start your week: AI boom, nowhere near the ceiling

Most of the demand hasn’t arrived yet

This post originally appeared in Exponential View.

Hi all,

As we wrote three months ago, we are in the midst of a compute crunch – demand is running ahead of supply and our position has stayed the same:

The real risk isn’t that we’ve invested too much in AI. It’s that we haven’t invested nearly enough.

Today’s quick look at the data shows that much of the supply remains latent, waiting on enterprise funding. When firms start spending serious money, the compute crunch will get crunchier.