We investigate four constraints to scaling AI training: power, chip manufacturing, data, and latency. We predict 2e29 FLOP runs will be feasible by 2030.| Epoch AI
A Primer on Energy Markets, Technology, History, and Some Thoughts on the Path Forward| www.generativevalue.com
An overview of the history, technology, and companies exposed to the AI data center buildout| www.generativevalue.com