The economics of AI ensure that it actually delivers improving productivity while also creating a new era enabled through machine learning. But to reiterate it's the economics that will drive it. At this point in time, only the ones making the hardware are actually generating serious revenue. For the rest, it's a battle to see what will actually be worth it in the end. In this video, we go over a critical issue in modern AI infrastructure, especially as the demands of agentic workflows will outpace the performance of the best the future has to offer.

00:00 Who is making the money
01:31 Economics of AI
04:20 Tonal shift from AI Companies
06:39 Moving to an agentic workflow
08:35 Current fabrics are too slow
11:27 What needs to change
13:50 What the future could look like
18:18 More Economics
21:40 Where are future data centres going?
24:03 Benefits of an optical system
26:09 Wrapping up
27:50 Minimum specification



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