Talking with friendlies who run infra about inference compute environments and certainly true we need more GPUs but inline with our estimates we DEF need more CPUs. When you see how much a CPU can bottleneck a GPU during inference it’s eye opening.
talking to a few ai safety / alignment organizations and find broadly they are not sure what to make of the data center protests - also it’s not something that has shown up in any timelines or predictions.
I see a split between
A) “we probably need data centers in US than in China”
B) “less data centers is a proxy for a slow down in capabilities and that could be a good thing “
Talking to brilliant physicists who have thought about orbital compute for 3 hours and are convinced it will never work makes me think of this Keanu Reeves quote:
“I'm at that stage in life where I stay out of arguments. Even if you say 1+1=5, you're right. Have fun."