India, April 29 -- To hear of Escher Stairs as a concept is fascinating. But not when you are illustrated of this concept with a sentence like 'Global AI demand and supply machinery is an Escher Stair design of sorts'. Then, it sounds flabbergasting.

So when Thomas George, Head, CMR opines about the current AI demand and supply projections with a pinch of salt and peppering it up with such words, it's impossible not to question the figures with a different lens. Is that big AI pot at the end of the rainbow, just a circular mirage?

AI Demand and Infra Bets: The Cup Shuffle Game?

We know that AI is growing huge, really huge. It could easily be past billions in the next few years (Grand View Research estimates show that the global AI mark...