Why does it matter?
A trillion-dollar investment pace would make AI buildout one of the largest industrial projects in the world.
Direct quote
Let’s play this forward. My best guess is overall compute investments will grow more slowly than the 3x/year largest training clusters, but by 2027/28 we’ll be spending hundreds of billions of dollars on the largest clusters, and $1T/year of total AI investment is plausible.
Leopold Aschenbrenner