Nukemtiltheyglow
7日前
Although DeepSeek caused a riffle in the AI space, e.g. lower power requirements for doing it's AI functions. I don't see this as being an impediment for the major buildout for the FAB Five, MSFT, AWS, META, Google, ORCL. These companies still require the fiber connection, power requirements and Data Centers. "Energy is neither created, nor destroyed." coined by Julius Robert Mayer, James Prescott Joule, and Hermann von Helmholtz. Computations require massive energy consumption along with cooling. Think of AI as the World's fastest SuperCar, then I think you get the picture. That's my 2 cents worth.