I am talking about current market realities. I am not saying compute is in demand, or what AI will or will not be able to do, tech companies who hold the purse strings do.
Your argument suggests that there's a hard cap on AI demand (AI can't do as much as hoped), but currently compute demand far outstrips supply, it's just companies can't pay for it - it's a cashflow problem.
Your argument suggests that there's a hard cap on AI demand (AI can't do as much as hoped), but currently compute demand far outstrips supply, it's just companies can't pay for it - it's a cashflow problem.