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AI compute is the new oil–and needs a new market

https://www.economist.com/finance-and-economics/2026/10/22/ai-compute-is-the-new-oil-and-needs-a-new-market
11•ijidak•1h ago

Comments

Avicebron•57m ago
AI has to take us where We want to go before its compute can be considered on par with oil.
BatchJob•56m ago
AI news is the new IDGAF and needs a new website.
vannevar•17m ago
AI compute is not the new oil. Demand for oil is very inelastic: it's very difficult to increase the thermodynamic efficiency of the physical processes that convert oil into energy. AI compute efficiency, on the other hand, is improving exponentially. AI will end up being just slightly more expensive than the raw electricity required to produce it.

Data center demand right now has much more to do with private credit's demand for new deals, since the binge they went on around the pandemic led to the accumulation of a lot of bad debt and depreciating assets. Data centers are a tool for extracting money from insurance trusts and pension funds to prop up private credit and create debt-driven artificial "revenue" for the hyperscalers and Nvidia.

vatsachak•15m ago
Yeah AI is electricity, not oil. It's boring but it's already true.

I'm building a side business and decided to go with open router because that's what AI is going to look like in the future. Just intelligence/$ everything else kind of not important.

Unless, they solve the issue of model output diversity and Claude becomes very different from ChatGPT

vdfs•14m ago
"We need a market for the largest capex in history"
teeray•5m ago
[delayed]

Docker Is Weird

https://codeandcake.dev/posts/2026-10-22-docker-is-weird
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https://quad9.net/news/blog/au-revoir-france/
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LLMs are making formal software verification feasible at a much larger scale

https://www.anthropic.com/research/formal-verification
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OpenShell – A safe, private runtime for fleets of autonomous AI agents

https://github.com/NVIDIA/OpenShell
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Woman faces six years in prison over Cash App account she never opened

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485•oidar•12h ago•497 comments

Every AI model has the same "controversial" take on humans

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227•rakannimer•9h ago•290 comments

Getting ready to operate GNU Taler in Germany

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Run full iOS 16.5 firmware on Android Devices

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712•ledoge•17h ago•249 comments

Hedra is a 3D open world game I wrote from scratch while in highschool

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129•maxilevi•6h ago•28 comments

AI compute is the new oil–and needs a new market

https://www.economist.com/finance-and-economics/2026/10/22/ai-compute-is-the-new-oil-and-needs-a-...
11•ijidak•1h ago•6 comments

The foolishness of "natural language programming" (1978)

https://www.cs.utexas.edu/~EWD/transcriptions/EWD06xx/EWD667.html
3•xiaoyu2006•21m ago•1 comments

What Is Gridifcation

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Mapping the Northern Sky

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Tell HN: I unknowingly broke the PHP RCE embargo. I am sorry.

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Railpass

https://train.samismith.com/
43•CharlesW•3h ago•10 comments

AI and the Enclosure of the Scientific Commons

https://arxiv.org/abs/2610.27251
107•jrepinc•6h ago•62 comments

Xbox wants you to pay 24 to 40 cents per hour to stream games you bought

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195•entryleveljobsc•13h ago•198 comments

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201•molind•15h ago•38 comments

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https://uberblok.storagebits.workers.dev/
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https://arc.net/
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338•mrkd•11h ago•159 comments

The phenomena that brighten dawn and dusk (2016)

https://www.colorado.edu/asmagazine-archive/node/2039
26•NaOH•2d ago•2 comments

Startup taps underwater volcano as energy source in “proof point” test

https://arstechnica.com/science/2026/10/startup-taps-underwater-volcano-as-energy-source-in-proof...
123•wffurr•3d ago•51 comments