Patrick C Toulme
@PatrickToulme
gemini & TPUs @google. Formerly worked on Meta MTIA and AWS Trainium. Opinions are my own. All blogs shared are personal work.
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Big picture we might only see high GDP growth in USA and China in the future as AI GDP growth is only for countries that have COMPUTE. If you do not have chips you do not have AI GDP growth.
My guess is that AI roughly doubles US GDP growth next year from ~2% to ~4%. Maybe even more.
