When I first started my training in electrical engineering I was using a large mainframe computer at the university. Most other students had to book time in one of the terminal rooms to gain access to the computer. They were limited to 60 minutes at a time. I purchased my own terminal which I had in my bedroom and got a second phone line and I had unlimited access to the computer.

I also purchased one of the first personal computers. It had a tiny screen and it broke the link that tied me to the university mainframe. Fast forward to today and we all know how the distributed nature of computing has pushed the majority of processing into the palm of your hand.

That doesn’t mean data centers have disappeared. Today those traditional computing data centres provide a lot of the backbone that cannot practically processed on a personal device.

If you look at the state of AI today, the vast majority of the computing is being done in a data center.

I believe the Apple strategy is worth further examination because if Apple is correct, the demand for data centres will be reduced, but not eliminated.

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