Herbert Ong (@herbertong) “🚨 What if the most valuable asset in AI isn't the model... but the compute behi” — TopicDigg
Herbert Ong
@herbertong
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加入 July 2008
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🚨 What if the most valuable asset in AI isn't the model... but the compute behind it? 👀
@JOBhakdi discusses why ARK Invest believes SpaceXAI’s compute deal with Anthropic could generate more than $50B in cash flow, even as Elon Musk pushes back on those projections.
The bigger story may be compute itself.
AI demand keeps growing, but there still isn't enough compute to go around.
The companies that own the data centers, chips, and infrastructure could become some of the biggest winners in AI. 🚀
What do you think will be more valuable: the AI models or the compute behind them? $SPCX
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