AI's Next Wave: Building, Powering, and Innovation

Interesting conversation with Stefan Pastine in Techblitz on how AI’s next wave won’t be defined by better models but by what we can actually build, power, and cool. https://lnkd.in/gvZpRy6k

This is an underappreciated point, the bottleneck is shifting from compute to the infrastructure holding it together. Improvements at the substrate level are going to define what AI can actually do at scale. Stefan's perspective on dielectric loss as a hidden 'tax' is a useful way to think about it.

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