Excess infrastructure investment creates opportunities for practical applications.
As we come into those crunch times, you as a founder can get access to all this hardware and compute power for a much better future. We have too much supply of compute, and some people say there’s 600 billion or 300 billion in excess hardware. People have invested and have to get their money back, so you can get better access to talent and resources. Even though I believe a correction will happen, the actual value we will see is way bigger. Plus, compute costs should drop massively in the future.
— AI Gold Rush: Is the Market Overheating? · The Edge