During a Q&A with Samsung executives, Sam Altman addressed concerns about a bubble in the neocloud sector, saying, “There has been some double counting of demand.”
Asked whether demand for AI, memory chips, and data centers could level off or grow more slowly over the next five to ten years, he replied, “There are ups and downs in the short term.”
“OpenAI and Anthropic are the only two companies really driving substantial growth in demand, so we could see a supply shock and a period of turbulence,” Altman said.
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