AI in 2025 – Infrastructure, investment & bottlenecks with Dylan Patel

Azeem Azhar's Exponential View

EPIIPLUS 1 Ltd / Azeem Azhar

Openai, Intelligence, It, Society, Technology, Review, Ai, Investing, Science, Economy, Business, Artificial Intelligence, Automation, Robots, Exponential, Future, Tech News, Work, Government, Exponential View, Economics, News, Gpt, Azeem Azhar

5 • 1.1K Ratings

🗓️ 23 December 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dylan Patel, founder of SemiAnalysis and one of my go-to experts on semiconductors and data center infrastructure joins me to discuss AI in 2025. Several key themes emerged about where AI might be headed in 2025: (1) The hyperscalers are racing ahead in capital expenditure, (2) The expected explosion in AI workloads is drawing in a wave of new specialized GPU cloud providers, (3) By 2027, AI data centers alone could account for 10% or more of total US electricity consumption, straining America’s aging infrastructure, (4) Open-source variants like Llama 3.1 are driving commoditization at speed, slicing away the profit margins of plain-vanilla model-serving.

Transcript

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0:00.0	Hi, happy holidays. While I'm away this holiday season, I wanted to drop here a few of my conversations with leading experts in AI.
0:07.0	I discussed how AI might surprise us in 2025 with Ethan Mollick, Dylan Patel, Nathan Benach and Kai Fu Lee.
0:15.0	The conversations were initially released for members of Exponential View.
0:19.0	First one up, my discussion with Dylan Patel. Enjoy.
0:23.3	So it's Azeem here from Exponential View,
0:25.9	and this is part of our series of conversations
0:27.7	about what surprises artificial intelligence
0:30.5	will have in store for us in 2025.
0:33.4	It's a particularly hard question, of course,
0:34.9	because they're surprises.
0:36.6	If we knew what they were, they wouldn't be surprises. But to help us work question, of course, because they're surprises. If we knew what they were,
0:37.9	they wouldn't be surprises. But to help us work through one of those questions, I've got Dylan Patel,
0:44.3	who is the founder, the boss, the Supremo of really my favorite semiconductor data center
0:52.0	infrastructure vehicle for analyzing these questions.
0:57.1	Dylan, thank you for joining us.
0:59.2	Yeah, thank you for having me, Azeem.
1:00.6	And I'm here with Zeme, the leader of exponents, right?
1:06.1	Well, we try.
1:07.1	We try.
1:07.8	So I'm in a hotel in New York, which explains the slightly bizarre, weird,
1:12.7	vanilla background. I was here for the deal book summit, Andrew Ross Salkin and New York Times
1:20.1	deal books. So I was able to hear Jeff Bezos, Sunder Pichai, and Sam Altman speak yesterday. Well, also Prince Harry and
	...

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