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    Artwork for Azeem Azhar's Exponential View
    Episode

    AI in 2025 – Infrastructure, investment & bottlenecks with Dylan Patel

    Azeem Azhar's Exponential View · Dec 23, 2024 · 51 min
    Episode page

    Dylan Patel, founder of SemiAnalysis and one of my go-to experts on semiconductors and data center infrastructure joins me to discuss AI in 2025. Several key themes emerged about where AI might be headed in 2025: (1) The hyperscalers are racing ahead in capital expenditure, (2) The expected explosion in AI workloads is drawing in a wave of new specialized GPU cloud providers, (3) By 2027, AI…

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