Building the Best LLM: Noah Kann on Data Center Race Amid Energy Bottlenecks
Schwab Network · Schwab Network
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Show Notes
When it comes to the AI infrastructure buildout, Noah Kann believes the winner will have the most effective LLM. It's an expensive race, with hundreds of billions of dollars already spent on data centers just by Mag 7 companies. Also serving as a headwind: energy bottlenecks. That said, Noah sees ways corporations can effectively use these bottlenecks to their advantage.
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