We made an interactive explainer of the AI compute stack: from grid power and data centers to chips, racks, clusters, and workloads, plus the public companies at each layer. Explore the infrastructure behind what @JensenHuang calls the five layer cake: …↗

New blog post on what would be true about the world if trendline continues and leading lab hits $1T in revenue by the end of next year. In other words, why compute might get 10x+ more expensive in coming years dwarkesh.com/p/why-compute-…↗