Friedberg argues Cerebras's wafer-scale chip architecture delivers blazing-fast inference speeds, and OpenAI's $10B+ compute deal validates the company's technology, with an IPO expected soon.
If you look at the trail of breadcrumbs, My belief, there's going to be a renaissance in silicon. Young, small teams building decode silicon can make a fortune over the next 10 to 20 years.” ⚑
Friedberg views Microsoft's pledge to pay higher electricity rates, cover water costs, and forgo tax breaks for its data centers as a smart first step that earns social license to operate and sets a positive precedent for the hyperscalers.
I really like it. It's a very good first order set of things to do, which is to step into a local area and take all of these energy issues off the table, at least to the extent that you're contributing to it.” ⚑
Friedberg flags that if distributed solar, storage, and private power generation by data centers materialize at scale, utilities face a severe threat to their rate base, CapEx returns, and bond repayments.
I think the single biggest dollar short, it's not clear when, that one will be able to make will be on these utilities. Because if any version of what we just talked about happens and all of a sudden you have private homeowners that are the” ⚑