Infra Play

Infra Play

Infra Play #111: AI in 2030

It’s time to place your bets.

The Deal Director's avatar
The Deal Director
Sep 21, 2025
∙ Paid

Today we will cover the recent Epoch AI report commissioned by Google DeepMind on the primary trends we are seeing in compute utilization for AI and the direction we are heading by 2030.

This is quite…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 The Deal Director · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture