David Cahn of Sequoia Capital says data centers are the most important asset in training AI models and no-one is ever going to train a frontier model on the same data center twice because by the time you've trained, the GPUs will be outdated and the data center will be too small pic.twitter.com/y3qKDtUxQe
— Tsarathustra (@tsarnick) August 5, 2024
David Cahn of Sequoia Capital says the big AI model companies are hard to differentiate on compute, data and algorithms, so what really matters now is servers, steel and power pic.twitter.com/QyQLgW6evd
— Tsarathustra (@tsarnick) August 6, 2024