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A Wall Street Journal columnist argues that cheaper, smaller AI models could shift more work from data centres to phones and PCs, challenging assumptions behind the current infrastructure boom. It is a forecast, not a declared end to the data-centre build-out, but it puts an important question on the table: where will AI actually run as costs fall?

Why it matters

What happened In a column republished by Hindustan Times, Christopher Mims argues that model efficiency and falling token prices could accelerate a move towards local AI. He points to a compressed Qwen model that PrismML says fits in under six gigabytes, and Qualcomm’s stated ability to run a 30-billion-parameter model in three gigabytes of memory. Those are examples cited in the column, not independent performance comparisons.

Discuss: If AI gets dramatically cheaper, does demand grow enough to keep the data-centre boom going, or will local models take enough work away to force a rethink of the build-out?

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