Brad Wardell predicts most AI work will run on-device or on-prem within 18 months

draginol · x · 2026-11-10

Brad Wardell (draginol), speaking without violating any NDAs, argues that the industry shouldn't bet on a datacenter-centric future: he expects most AI workloads to shift to on-device or on-premises deployment within 18 months. It's a contrarian take on where AI compute actually lands, with implications for long-term datacenter demand.

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