On data center utilization: right now a lot of my AI interactions are immediate, because they involve a lot of back-and-forth. If an when agentic AI gets good enough to give longer-horizon tasks and reliably get useful responses, I expect there will be a lot of use cases where I’m totally fine saying “Get to it when you can, I don’t need the answer for a few hours or days.” I don’t know when that will happen, or how much of total usage it will be systemically, but I imagine data center builders and AI companies will be looking for ways to do load shifting to get average utilization as high as they can, as long as they are compute limited at peak times.
On data center utilization: right now a lot of my AI interactions are immediate, because they involve a lot of back-and-forth. If an when agentic AI gets good enough to give longer-horizon tasks and reliably get useful responses, I expect there will be a lot of use cases where I’m totally fine saying “Get to it when you can, I don’t need the answer for a few hours or days.” I don’t know when that will happen, or how much of total usage it will be systemically, but I imagine data center builders and AI companies will be looking for ways to do load shifting to get average utilization as high as they can, as long as they are compute limited at peak times.