{"id":315402,"date":"2025-11-24T10:53:31","date_gmt":"2025-11-24T10:53:31","guid":{"rendered":"https:\/\/peraltafinancing.com\/5g-technology\/edge-computing-in-the-age-of-ai\/"},"modified":"2025-11-24T10:53:31","modified_gmt":"2025-11-24T10:53:31","slug":"edge-computing-in-the-age-of-ai","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=315402","title":{"rendered":"Edge computing in the age of AI"},"content":{"rendered":"


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The massive investments in AI recently are starting to look like a bubble. Yes, of course, there will be a correction. But after technology bubbles, there is normally something useful left over that can be an economic powerhouse for decades to come.\u00a0\u00a0<\/p>\n

In the 1800s, railroads were built all over the world, creating a lasting infrastructure that enabled huge economic growth. People forget that California tracks were built with narrow-gauge tracks, supporting the gold-mining bubble. Narrow-gauge rail was the cheapest way to build a track up a mountain to extract ore. The CAPEX of building the tracks was more important than the poor OPEX of driving trains slowly down the mountain. But these railroads were left as obsolete relics when the world of transportation moved on\u2026they used the wrong standard and were located in the wrong places for modern use.<\/p>\n

Similarly, in the 1990s, we experienced another huge infrastructure buildout with fiber construction across the United States. The dot-com bubble burst in 2000-01, but the fiber remained in the ground. It forms the backbone of our \u201cinformation superhighway\u201d today. \u00a0 We\u2019ve made multiple upgrades to the transceivers, but the glass fiber is the same one that was put in the ground 30 years ago.<\/p>\n

In both cases, the \u201cedge\u201d of the railroad and fiber networks were discarded after a short time and replaced by something else. But the central backbone remained. The Trans-continental Railroad through Promontory Summit remains a key trade route today. The fiber bundles between San Francisco and Chicago are heavily used as well.<\/p>\n

Consider the AI boom that\u2019s happening now. Everyone knows that it\u2019s a bubble\u2026but the players continue to push forward, each hoping that his piece will be the lasting infrastructure that remains after the bubble bursts.\u00a0<\/p>\n

Think about this: The GPU itself is like a train car, or like a fiberoptic transceiver. It will be useful for a few years, and then upgraded to something better.\u00a0The GPU will not be the lasting infrastructure\u2026but the physical infrastructure will be re-used.\u00a0The data center, the hydro or geothermal power plant, and the fiber connecting it will be the equivalent of railroad tracks or fiberoptic cable\u2026.assets that create a lasting economic platform.\u00a0 \u00a0 \u00a0 Again, it\u2019s the centralized infrastructure that will remain, because it\u2019s very hard to predict exactly what will be needed at the edge.<\/p>\n

Looking at AI applications<\/a>, the most important latency-sensitive and security-sensitive computing is happening in the device:\u00a0\u00a0<\/p>\n