Posted by Jowsey 20 hours ago
Mostly it's datacenter build out and circular financing magic when the same dollars being commited multiple times by multiple companies passing hot potato to each other. They basically commit capacities 2-3 years ahead.
a lot of those money is the commitment from US AI labs that's not yet spend until the data center is roll out.
you are conflating.
Now, if you tell me American businesses are turning cheap Chinese tokens into goods and services of high value, for Americans and people all over the world, then obviously I would have a different outlook on what's happening here.
Zooming out, I think that build out still makes sense. There will be losers in it, but think about how ridiculous the amount of compute we're using has increased from 4 years ago. If I had to guess 60-70% of developers and engineers everywhere in the world are now burning thousands in compute individually every month, whereas it was previously approximately 0.
But what I’m hearing is this is a negligible cost compared to inference buildouts. Fair enough.
Their plans are utterly worthless seems like. Will avoid.
It's very nice that we entered a time where models are large enough and we can push the frontier just by training them longer.
When the next generation of gardware comes the ones on the smaller size will be running on a computer that might cost as little as a good car.
So after a home and a car, next major family purchase might be personal AI. And when the robots get good, pehraps in a decade, a fourth major purchase might pop up that will pair nicely with the third one.
Why would a family need an AI? Maybe it's the same kind of question as why would it need a personal computer.