The demand for infinite compute
Description
The AI boom isn’t just about chatbots.
In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.
If that’s true, our demand for compute could approach infinity.
I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/
Timestamps:
(00:00 ) The economic shift to computation (00:40 ) The surprising Cloud business boom (02:52 ) Is the hardware industry growth a bubble? (03:18 ) What is computing, really? (04:31 ) Our insatiable appetite for computing (09:15 ) Our economic dependence on computation (10:54 ) The rise of agentic workforces (13:05 ) What does infinite demand actually mean? (15:23 ) The future of compute demand
Where to find me:
- Exponential View newsletter: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
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United States
