The Future of AI Compute & Infrastructure (With Nikolay Filichkin)-Ep #208

Marc and Nikolay explore the explosive growth of AI compute, the economic implications of rising energy demands, and how new financial models are giving investors access to the backbone of the AI revolution. About the Episode: The rapid acceleration of artificial intelligence has triggered an unprecedented demand for compute, reshaping global infrastructure and redefining the economics behind technological progress. In this episode, the conversation dives into how the market for GPUs is evolving, why power consumption has become one of the biggest constraints, and how innovation in both hardware and energy will...