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Commentary
Breakingviews

Why data centres are a bottleneck for the AI boom: podcast

October 15th, 2024 | 03:20 AM COMMENTARY Breakingviews 1

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Worth reading...

Vibe coding is a low-key threat to software firms
Anthropic’s M&A algorithm optimizes for margins
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Eli Lilly is pharma’s latest victim of success
By Peter Thal Larsen

Follow on Apple or Spotify. Listen on the Reuters app.

Artificial intelligence tools like ChatGPT depend on chips and energy. But a $1 trln rush to build data centres faces constraints on planning and power. In this episode of The Big View podcast, Morgan Laughlin of asset manager PGIM explains the virtual frenzy’s physical limits.

Follow @peter_tl on X

FURTHER READING

Data centre boom reveals AI hype’s physical limits

Big Tech farms out AI power build, keeps the risk

AI sparks only dim odds of nuclear chain reaction

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  • AI/INFRASTRUCTURE
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