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Back to Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse, with Arvind Krishna & Nikesh Arora.

Will Every State Ban Data Centers?

Arvind Krishna says there is no chance all 50 states will ban data centers. A ban in 30 states is possible, and the remaining 20 would rub their hands in glee.

Krishna says the regulation question on AI and data centers is driven by populism. A politician who can win more votes by looking ready to act will feel that pressure, and the pressure is real. Enough people also care deeply about the long-term economic advantage, so policy is a balancing act. Krishna says the country is on the correct balance right now, though an election can change where it falls.

The question has been active since 2022. The Senate held closed hearings in 2022 and open hearings in 2023. Congress held hearings too, and the White House held them under both administrations.

Grokipedia·White House·Senate

Transcript

Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse ·

All-In

More from this episode

  1. When Could a Quantum Computer Break Today's Encryption?Arvind Krishna puts a working quantum computer that breaks today's cryptography at 2030.
  2. Should Teams Use the Best AI Model First?Nikesh Arora says that in the experimentation phase a company should use the best model it can find, in the easiest way.
  3. How Often Are AI-found Code Flaws Real?Nikesh Arora says a model that has learned what good code looks like can also point at bad code. Attackers only need one real vulnerability.
  4. Will Agent-written Code Beat Human-written Code?Arvind Krishna says agent-written code will be superior to human-written code.
  5. Why Will Enterprise Software Vendors Consolidate?Nikesh Arora says there is going to be a huge disruption in the SaaS space over the next few years. Arvind Krishna builds on that point.
  6. Can AI Software Replace a Bank Lookup?Arvind Krishna says replacing a database lookup for retail banking, or the work of closing the books, with AI-generated software is going to be hard.

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