A growing concentration of AI computing power in a few companies and places.
Imagine one giant arcade owns every powerful machine in town. It picks the price and who gets a turn.
Big companies can run AI more efficiently this way. Small teams must rely on them for computing power.
AI data center
AI data centers are the physical homes for concentrated computing power.
GPU
A scarce GPU supply puts more computing power in big companies' hands.
Compute-race
The compute race pushes big companies to keep building more infrastructure.
AI Capex
High AI Capex makes it hard for small teams to build enough computing power.