AICNBC Techabout 2 hours ago
AI demand 'almost unlimited' despite enterprise cost focus
1 min read
AI executives told CNBC demand remains strong despite chip stock volatility. Pat Gelsinger called AI demand 'almost unlimited,' limited only by energy. Enterprises are shifting from 'tokenmaxxing' to 'valuemaxxing,' focusing on ROI. Lumentum's optical products are sold out for five years. Nebius, Cerebras, and Rebellions report demand outstripping supply.
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