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Aidan Gomez benadrukt dagelijkse worstelingen om stroom en chips te bemachtigen tijdens expansie in Japan

Cohere Inc. Chief Executive Aidan Gomez dismissed worries about excessive AI infrastructure investment, stressing that his company battles daily to secure the electricity and processing power required for its operations.

Cohere Confronts Persistent Compute Constraints

The Toronto-based startup, backed by Nvidia Corp., develops business-focused AI models and lacks its own data centers. It relies instead on major cloud platforms including Microsoft Corp.’s Azure and specialized providers such as CoreWeave Inc..

Gomez described the situation in stark terms during an interview in Tokyo. The firm encounters a clear lack of available resources and requires additional energy, facilities, and chips to meet demand.

We really have to fight to get access to compute. There is a dearth of supply. We need much more compute. We need the energy, the facilities, the chips to support that.

Strong Demand Evident in Recent Earnings

Gomez traveled to Japan this week to strengthen ties with local enterprises and government bodies pursuing sovereign AI capabilities. His remarks align with signs of robust demand, including CoreWeave’s recent quarterly results that exceeded expectations at $3.66 billion in sales.

While acknowledging potential overemphasis on downside risks, Gomez expressed hope that ongoing construction will ease current pressures over time.

We might be over-indexing to fear in this present moment, but hopefully the build-out continues, and those supply pressures do alleviate.

Broader Debate Intensifies Over Data Center Investments

Cohere’s position adds to discussions about heavy spending on AI facilities. Some projects face rising costs, delays, and local opposition. SoftBank Group Corp. recently recorded a $3.7 billion write-down tied to its Ohio data center initiative.

Last month Cohere secured up to $5 billion in new funding, reaching a valuation above $20 billion. The company partners with Nvidia on custom models tailored to the chipmaker’s hardware.

Gomez Comments on Nvidia Leadership Situation

Gomez called recent reports involving Nvidia CEO Jensen Huang “a really unfortunate episode.” He warned that any forced leadership change would create significant disruption given Huang’s long tenure and vision.

Any change of leadership, especially with someone as effective, and with such a strong vision as Jensen would be quite disruptive. Jensen has been leading the company for 30 years, it’s his vision that really carried it to the place that it is today.