Nathan Lambert says AI compute is pricing in markets not yet emerged
Overview
AI researcher Nathan Lambert says the current AI buildout is pricing in markets that AI has repeatedly delivered on over the past few years.
In a post on X, he adds that these markets may arrive well after the compute comes online, so timing is critical. The report gives no specific markets, figures, or timelines.
Written by AI from the articles below · updated Nov 1, 8:44 PM ET
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Nathan Lambert@natolambertXNathan Lambert says AI compute is pricing in markets that have not yet emergedAINathan Lambert says the AI buildout is pricing in markets that AI has repeatedly delivered on over the last few years. He adds that the markets may arrive well after the compute comes online, so timing is critical.
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