Current gen AI is going to result in the excess datacenter equivalent of dark fiber from the 2000's. Lots of early buildout and super investment, followed by lack of customer demand and later cheaper access to physical compute.
The current neural network software architecture is pretty limited. Hundreds of billions of dollars of investor money has gone into scaling backprop networks and we've quickly hit the limits. There will be some advancements, but it's clear we're already at the flat part of the current s-curve.
There's probably some interesting new architectures already in the works either from postdocs or in tiny startups that will become the base of the next curve in the next 18 months. If so, one or more may be able to take advantage of the current overbuild in data centers.
However, compute has an expiration date like old milk. It won't physically expire but the potential economic potential decreases as tech increases. But if the timing is right, there is going to be a huge opportunity for the next early adopters.
So what's next?