Friday charts: The photon economy

A new humanoid robot, available for pre-order, showcases the potential of embodied AI assisted by human guidance. This robot, named Neo, requires visual data to learn how to navigate the physical environment, which cannot be acquired from traditional online sources. The expanding demand for autonomous robots capable of interacting with the physical world indicates a vast market opportunity—estimated at a deca-trillion dollars. Data requirements for these technologies could grow to yottabytes, leading to propositions for solar-powered data centers in space to meet compute needs. Despite the challenges, this pursuit may not only optimize AI efficiency but also boost returns on current investments in AI-related technologies. However, the current trend shows a stagnation in US electricity generation, with the need for significant infrastructure growth. Companies are also beginning to borrow heavily to fund AI capital expenditures, signaling a potential shift in funding strategies as demand and opportunities evolve. With rapid advancements and the possibility of fiscal policies changing, the AI sector may see continued growth amid a potential investment bubble.

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