I really thought you were going into quite a tangent until the last paragraph. It really proves your point. Arguably, we’ve already seen trillions in value generated from data centers.
I still question GPT-6 having a 100b data center. I expect GPT-6 to be out before 2026, since I expect them to regularly release now models, as a matter of marketing. Neither the cash nor hardware purchasing capacity will exist by then.
I don’t give the gulf states that much credit either. I think they’re just spraying money at every opportunity. They were pretty into crypto before too. They’ve been around the valley with outsized checks forever. If I had endless money with an expiration date I’d also invest in everything. What would be interesting is to see them really commit and try to on-shore fabs and silicon engineering. That’s the ultimate move to gain geopolitical protection when oil interest stops.
I still question GPT-6 having a 100b data center. I expect GPT-6 to be out before 2026, since I expect them to regularly release now models, as a matter of marketing. Neither the cash nor hardware purchasing capacity will exist by then.
I don’t give the gulf states that much credit either. I think they’re just spraying money at every opportunity. They were pretty into crypto before too. They’ve been around the valley with outsized checks forever. If I had endless money with an expiration date I’d also invest in everything. What would be interesting is to see them really commit and try to on-shore fabs and silicon engineering. That’s the ultimate move to gain geopolitical protection when oil interest stops.