China's AI Compute Faces Scarcity Amid Low Utilization

Data Scarcity as the Emerging Bottleneck in AI Scaling and Intelligence Development

The article discusses the asymmetry between compute and data growth in AI development, arguing that while compute capacity grows rapidly, da

Building AI Infrastructure for a World Short on Power

South Korea's GPU Race: Why AI Competitiveness Depends on Utilization, Not Just Hardware

South Korea is aggressively expanding its AI GPU infrastructure as a national strategic priority, but the article raises critical questions

The Hidden Cost of Compute: Why AI Infrastructure Investment Is Misguided

The article argues that the AI industry is over-investing in massive compute infrastructure (data centers, GPUs) while neglecting critical a

The AI Revolution's Hidden Bottleneck: A Global Power Shortage Threatens Growth

The AI boom is facing a critical power shortage. While much attention is on chips and algorithms, the most scarce and expensive resource in

AI compute crisis: Enterprise GPU hoarding leaves startups stranded as OpenAI faces $14B loss projections

The article examines the structural dysfunction in the AI industry where enterprise GPUs sit idle (up to 95%) while AI startups struggle to