The AI wave: For a maximalist, things couldn’t be better

The world is in the midst of an AI wave that is driving unprecedented transformation: the creation of globe-spanning computing systems for Artificial Intelligence. McKinsey estimated this massive infrastructure project will cost $7 trillion in the next five years. Nvidia just announced plans to invest up to $100 billion in OpenAI to build out a new generation of AI data centers, one of the largest AI computing projects in history. These are remarkable numbers that get even bigger when you consider the countless supporting projects...