Tag: hardware updates
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Simon Willison’s Weblog: Quoting Paul Kedrosky
Source URL: https://simonwillison.net/2025/Jul/19/paul-kedrosky/ Source: Simon Willison’s Weblog Title: Quoting Paul Kedrosky Feedly Summary: One analyst recently speculated (via Ed Conard) that, based on Nvidia’s latest datacenter sales figures, AI capex may be ~2% of US GDP in 2025, given a standard multiplier. […] Capital expenditures on AI data centers is likely around 20% of the…