Users dismiss claims of the AI boom doubling computing infrastructure's GDP share to 1.5%, arguing that FrontierMath problems must be fixed first.
AI infrastructure is now the leading driver of growth in private investment in the US.
Full Data Insight: https://epoch.ai/data-insights/ai-datacenter-share-gdp
@EpochAIResearch Rectify FrontierMath problems first
@EpochAIResearch 0.8% of GDP for AI infra alone in Q1 puts this cycle well ahead of the dot-com buildout in real terms. The interesting question is whether that capex intensity sustains without equivalent revenue growth from the application layer.