Tweet by sriramk

February 1, 2026

I have come to see the AI ecosystem in the US is a multi layered loop in the @kevinakwok sense. -> build out data centers ( with energy generation) -> populate the data centers with GPUs / TPUs / ASICs. Each of these is a little ecosystem - networking , memory, software, etc, each having its own ecosystem. -> resource allocate those data centers to research / training and inference of frontier models. -> inferencing of those models / applications on top drive usage, improvements to models and further financing. When these loops align you see exponential growth. Challenges arise when the cadence of these loops are with different timelines. I’ve had great success using this visual to explain a lot of the current state of AI to people.

Author
sriramk
Date
February 1, 2026
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