Rob May, GP @ Half Court
Political opposition to data center construction won't meaningfully slow AI infrastructure buildout because zoning, interconnection, and utility decisions live at state and local levels where incentives still favor building. The real brake will be inference efficiency: token costs are collapsing 280x in two years, bending power demand from exponential growth into an S-curve.
Read the full post on Investing in AI ↗
Topics: AI Infrastructure · Energy & Climate
Published by Investing in AI · their site ↗
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