Part 1/8:
The Current State of Big Tech's Chip and Power Challenges
The technological landscape is evolving rapidly, and with it, the requirements for infrastructure in major tech companies, particularly in the field of artificial intelligence (AI). In a recent discussion, author Chris Miller, known for his insights in "Chip War," raised crucial points regarding the hurdles faced by big tech, emphasizing that the financial expenditure is not the predominant issue. Instead, the challenges stem from capacity limitations—specifically, the availability of chips and servers, and the requisite power to operate data centers efficiently.