AI Giants' Data Center Spending: Will It Pay Off?
Update: 2025-12-02
Description
Arvind Krishna, IBM CEO, questions the return on AI companies massive data center investments, citing staggering costs and rapid depreciation of specialized chips. He estimates a potential eight trillion dollar computing commitment for AGI, with generating a return on such expenditure proving challenging. Many leaders share his skepticism, suggesting that scaling alone may not lead to AGI, and emphasizing the need for fundamental research.
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