Lumen CEO says human adoption will be a top challenge for the “great uncertain terrain" of AI.
Category
🤖
TechTranscript
00:00I think it's a multivariable equation, right. We're a networking company. We run a big portion of the world's internet traffic on our fiber.
00:08And AI needs data. Data needs data centers. Data centers need to be connected, right.
00:16And so, you know, GPUs, I just spoke with a C-level at one of the hyperscalers and he said, you know, Kate, we used to measure margin return on every extra engineer we deploy.
00:29That's not how we think about it anymore. We measure the return on every GPU that we put in place. So the actual data center compute required for AI.
00:38And, you know, there's constraint around that. Building out these data centers, there's constraints around power space and water for cooling.
00:48You know, we are connecting those data centers and we are not the long pole in the tent.
00:55But I think the real long pole in this build out is really human adoption, right. How do I use this?
01:03There's a lot of fear in the system. You know, there's a lot of confusion as to what great looks like. It's the great uncertain, you know, terrain ahead.
01:13And so I think there are a couple of different things that are making us all think a little bit harder than usual.