Part 11/14:
He emphasizes that the race to capture AI's full potential compels companies to accept this rapid upgrade cycle, even at the expense of efficiency. Not upgrading means falling behind, but constantly replacing hardware leads to high costs and waste, framing the AI infrastructure race as a brutal economic game.
The Growing Challenge of Locating Data Centers
Perhaps the most overlooked constraint in AI infrastructure growth is the challenge of site selection. As data centers require immense power, communities are increasingly resisting their construction due to fears of rising costs and environmental impact.