The A.I. Boom Is Driving the Economy. What Happens if It Falters? - The New York Times

kept by eddie nov 23, 25

The AI boom is currently fueling economic growth through data center construction, but masking underlying weaknesses in other industries.

It’s Not Just Nvidia. The A.I. Boom Has Ignited Asia’s Chip Companies.
Asia's chip suppliers, not just Nvidia, are surging from AI data-center demand, shifting the global tech power balance.
also on #data-centers, #economy, #ai
After "AI": Anticipating a post-LLM science & technology revolution
The massive overinvestment in LLM datacenters is unsustainable and will lead to a bust that makes GPU supercomputers cheap, fueling a new science and technology revolution.
also on #data-centers, #economy, #ai