The demand for infinite compute
Show notes
The AI boom isn’t just about chatbots.
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.
If that’s true, our demand for compute could approach infinity.
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: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/
Timestamps:
(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
Where to find me:
- Exponential View newsletter: https://www.exponentialview.co/
- Website: https://www.azeemazhar.com/
- LinkedIn: https://www.linkedin.com/in/azhar
- Twitter/X: https://x.com/azeem
Production by supermix.io and EPIIPLUS1
Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov.
About Exponential View:
Welcome to Exponential View, where Azeem Azhar examines how exponential technologies such as AI are reshaping the future. Each week, Azeem shares his analysis or speaks with an expert guest to shed light on frontier shifts across technology, business and society.
To keep up with the Exponential transition, subscribe to this channel or the newsletter: https://www.exponentialview.co/
To keep up with our AI economy research, subscribe to https://www.investmentbrief.ai/
Where to find me:
Exponential View newsletter: https://www.exponentialview.co/
Website: https://www.azeemazhar.com/
LinkedIn: https://www.linkedin.com/in/azeem/
Twitter/X: https://x.com/azeem
Production by EPIIPLUS1.
Production and research: Baba Films, Marija Gavrilov.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.