It’s basically an arms race for a future AI war that probably won’t happen.
Sort of like how armies were bankrupting themselves building battleships before WW1… which turned out to not be a sea war at all.
The fear ‘losing out’ on AI is making companies, and people, totally irrational. All the big players are paranoid that one of the other ones is going to ‘get head’ of AI market and become a monopoly, just like it was in the past with Google and search, or Apple and the iphone, etc. So crazy stupid expenditures and these massive data center plans now are considered a necessity.
But you are correct the AI demand… simple isn’t there and probably won’t materialize and the bubble will collapse.
I do sort of constantly worry about it. What if someone out there isn’t with me and they’re getting a bj? What if it’s not good enough? Have I failed if someone is out there getting a subpar bj, and can I correct the situation somehow?
Sort of like how armies were bankrupting themselves building battleships before WW1
An interesting little tidbit: in 1912, 52% of Germany’s entire military budget went to the navy. The same navy that spent WWI shelling small coastal villages (killing tens of people) and fleeing from the British navy.
This is mostly an excuse for extortion right now, making people FOMO for ram instead of Luigi’ing the industry execs. If the AI FOMO demand actually materializes, the next generation cards will actually be far more expensive per flop/gb than older ones. NVIDIA wouldn’t be begging to sell chips to China instead of Americans/colonies, if there was demand.
It’s all too crazy, but those who FOMO will lose out. AI/LLMs will continue improving, but waiting for oversupply is the right play.
It’s exaggerated, yes. It’s not gross.
It’s basically an arms race for a future AI war that probably won’t happen.
Sort of like how armies were bankrupting themselves building battleships before WW1… which turned out to not be a sea war at all.
The fear ‘losing out’ on AI is making companies, and people, totally irrational. All the big players are paranoid that one of the other ones is going to ‘get head’ of AI market and become a monopoly, just like it was in the past with Google and search, or Apple and the iphone, etc. So crazy stupid expenditures and these massive data center plans now are considered a necessity.
But you are correct the AI demand… simple isn’t there and probably won’t materialize and the bubble will collapse.
Imagine being worried that someone else is getting a BJ.
I do sort of constantly worry about it. What if someone out there isn’t with me and they’re getting a bj? What if it’s not good enough? Have I failed if someone is out there getting a subpar bj, and can I correct the situation somehow?
An interesting little tidbit: in 1912, 52% of Germany’s entire military budget went to the navy. The same navy that spent WWI shelling small coastal villages (killing tens of people) and fleeing from the British navy.
low exaggeration, imo.
This is mostly an excuse for extortion right now, making people FOMO for ram instead of Luigi’ing the industry execs. If the AI FOMO demand actually materializes, the next generation cards will actually be far more expensive per flop/gb than older ones. NVIDIA wouldn’t be begging to sell chips to China instead of Americans/colonies, if there was demand.
It’s all too crazy, but those who FOMO will lose out. AI/LLMs will continue improving, but waiting for oversupply is the right play.