Is this actually true? I thought that hyperscalers keep datacenters at arm's length, using subsidiaries and outsourcing a lot of things.
They can run other ML stuff but I don't see how the world could absorb the amount of compute/RAM for these other workflows.
Since the hardware itself depreciates quite fast compared to the buildings, the long lasting physical structure is probably the best bet, being repurposed for more general computing (since all HVAC, electricity, and other expensive infrastructure is already in place).
Then the inference mega datacentre investment becomes a losing proposition for those who paid too much for the wrong kind of computers, but AI users still get more compute, lower prices etc.
So they're sitting on real estate with access to massive amounts of water, electricity, and high bandwidth network connections. Seems like that combination of resources could be useful for a lot of other things beyond just data centers.
Like you could probably run desalination plants, large scale hydroponic farms, semiconductor manufacturing, or chemical processing facilities. Anything that needs the trifecta of heavy power, water infrastructure, and fiber connectivity could slot right in.
I don't see any reasonable path moving forward for these datacenters for the amount of money that they have invested.
But I don't really think that focusing on GPU market is gonna work as I don't really see much reason to cater to GPU intensive workloads unless you are affiliated with AI (for most part, some GPU compute is good but datacenters shouldn't really invest so much in GPU compute)
I feel like I am more optimistic about buying stuff (preferably compute) 3-5 years down the board when things might become cheap in my opinion
But this is still a very long time. On one hand I want Ai bubble to burst asap to lessen the impacts of financial crisis but on the other I really think about the financial crisis and think if there are any ways to mitigate the economy's loss so that it doesn't become 2008 crisis
But reality to me feels as if the chances of Bubble popping up is inevitable, the only question is if we can do anything to lessen the strain on the average person all around the world. I think America will be impacted the most but I wonder how geo-politically this might impact other countries as compared to the 2008 crisis.
I don't really think the american govt. is doing anything to lessen the strain the bubble can cause tho, perhaps even promoting things like stargate/AI bubble itself.
It's just sad for 3-4 years. Lets hope economy gets better and more reasonable than AI hype
I'd bet anything that they know people are pissed the market has wildly misallocated capital and are trying to save face by framing it as a cost that directly impacts consumers. In reality, the fear is knowing that our investor class is really too dumb to handle the money we've stuck in a box called "the world's retirement funds" and handed to them.
all it took was a chatbot that says "you're a genius"
What a great analogy. People building too many steam engines was one of the main factors that lead to the first world war.
christophilus•1h ago
kouunji•1h ago
walthamstow•36m ago