$23 billion in AI infrastructure demand. Then $99 billion the year after. That was the opening salvo from Ben Richardson (@CoreWeave) at RAISE Summit, and the number that silenced the room. Anthropic alone is projected to go from 1.5 gigawatts of compute to 10 by 2027. The equivalent of building today's Google, from scratch, in two years. Four companies racing to do the same simultaneously. @JeremieEO (@SemiAnalysis), June Paik (@FuriosaAI ), Vik Malyala (@Supermicro), @alex_saroyan (@netris_io), and Shaun O'Meara (@MirantisIT) unpacked what that actually requires, the energy, the infrastructure, the supply chain, and why none of it was built for this moment. Watch the full session: #ReliveRAISE#