The demand for infinite compute

<p>The AI boom isn’t just about chatbots.</p><p>In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.</p><p>If that’s true, our demand for compute could approach infinity.</p><p>I also break down new data from Wharton’s 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: <a href="https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/">https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/</a></p><p>Timestamps:</p><p>(00:00) The economic shift to computation (00:40) The surprising Cloud business boom (02:52) Is the hardware industry growth a bubble? (03:18) What is computing, really? (04:31) Our insatiable appetite for computing (09:15) Our economic dependence on computation (10:54) The rise of agentic workforces (13:05) What does infinite demand actually mean? (15:23) The future of compute demand</p><p>Where to find me:</p><ul><li>Exponential View newsletter: <a href="https://www.exponentialview.co/">https://www.exponentialview.co/</a></li><li>Website: <a href="https://www.azeemazhar.com/">https://www.azeemazhar.com/</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/azhar">https://www.linkedin.com/in/azhar</a></li><li>Twitter/X: <a href="https://x.com/azeem">https://x.com/azeem</a></li></ul><p>Production by <a href="http://supermix.io/">supermix.io</a> and EPIIPLUS1</p><p>Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.</p>