Sunday, May 31, 2026

AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains (Exponential View)

Exponential View:
AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains  —  A framework to understand your firm's AI transformation  —  I had tea with a senior exec at a well-known public tech company last month.



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Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client (Financial Times)

Financial Times : Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of tho...