The demand for infinite compute

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/azharTwitter/X: https://x.com/azeem Production by supermix.io and EPIIPLUS1 Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.