🔮 Look up, the curve turned #601

Exponential View · 1 month ago · 32

The article argues that the week of 6th September signaled a turn upward in AI adoption and challenged prior assumptions about how quickly its effects would show up. It cites a plan for Microsoft to raise AI compute capacity from about 2 GW to nearly 13 GW by 2032, with total capacity projected from 12 GW to 38 GW by 2032. As a result, AI spending and revenue growth are accelerating while concerns shift toward economic disruption, model secrecy, and AI safety and frontier-pacing collaboration.