Neoclouds and data centers will drive the massive capital demand.
Neoclouds and data centers will drive the massive capital demand.
@dylan522p Democratizing GPU access is vital for innovation beyond the giants, and the $7T debt outlook underscores the need for smarter financing.
Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of debt outstanding by 2029 driven by needs of neoclouds, DC builders, + hyperscalers https://twitter.com/SemiAnalysis_/status/2074251380370423973
@nathanbenaich @stateofai Bro people were doing debt financing in 2023? We worked on initial facilities in 2023. That's when we were just a couple people at my firm, but it propelled us to hiring more and growing the firm
predicted gpu debt funds in @stateofai a lil ahead of the curve:) https://x.com/nathanbenaich/status/2074264114893922690/photo/1 https://twitter.com/dylan522p/status/2074253849095999616
🚨SemiAnalysis: AI compute spend will hit $11 TRILLION through 2029 $7 trillion of it will be DEBT https://x.com/ns123abc/status/2074272448866914814/photo/1
all of em live at http://stateof.ai/predictions
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