Eric Flaningam, VC @ Felicis
With $1.4T in AI CapEx expected by 2027–28, cloud vendors need $600B+ in annual revenue by late 2027 and $1T+ by 2028 to become self-sustaining; the article maps supply-chain constraints and identifies what must go right—frontier performance, adoption speed, and high-value workloads—for the buildout to pay off.
Read the full post on Generative Value ↗
Topics: AI Infrastructure · AI (Horizontal) · Semiconductors
Published by Generative Value · their site ↗
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